Even before our nationwide COVID-19 panic attack, we were heading for yet another trillion dollar deficit. Before the dust settled, 30 million Americans had filed for unemployment, those fortunate enough to have jobs were figuring out how to work from home, and nearly everyone was left wondering whom to...
During a March 17 address to the nation in response to the COVID-19 outbreak, President Donald Trump asked that Americans work from home, postpone unnecessary travel, and limit social gatherings to no more than 10 people. Q1 2020 hedge fund letters, conferences and more Ten days later, Trump signed a stimulus...
A famous saying, especially prescient in times like this, is “those who do not learn from history are doomed to repeat it." Q1 2020 hedge fund letters, conferences and more Leo_65 / Pixabay Last week, Congress mortgaged the nation’s future in a matter of days by rushing through a historic $2 trillion...
Some people believe that becoming rich is a question of luck. I disagree. Whether chance presents you with a good opportunity or not is not the key question. Rather: Q4 2019 hedge fund letters, conferences and more 12019 / Pixabay Do you actually recognize the opportunity in front of you? Or...
Venezuela has experienced one of the sharpest economic declines in modern history—rampant inflation, near-famine, and an exodus of millions of asylum seekers. Yet there remains disagreement over what caused it. Q4 2019 hedge fund letters, conferences and more Many refuse to blame socialism, instead citing the collapse of oil prices, corruption,...
Last week CEO Elon Musk helped unveil Tesla’s new Cybertruck. The Cybertruck’s abstract design won’t work for those needing a large flatbed for hauling, but Tesla’s innovative project is moving the needle for weekend warriors. Already 200,000 Tesla fans have put down a deposit to reserve their truck for...
Several Christmases ago, I stopped buying NCAA-branded gifts for my football fanatic in-laws, because the NCAA’s treatment of student-athletes is abysmal. Recent reports that some college sportswear is being made with the forced labor of Muslim-Chinese ‘Uyghurs’ may convince more shoppers to boycott. Q3 2019 hedge fund letters, conferences and...
If you weren’t planning on seeing Ford v. Ferrari, which came out on November 15, I’d recommend changing your mind. Based on the real-life story of the Ford-Ferrari feud of the 1960s, as told in the non-fiction book Go Like Hell, it manages to capture the spectacle and thrill...
On January 31, 1940, Miss Ida Fuller received a check for $22.54. She was the first person to retire under the Old-Age, Survivors, and Disability Insurance (OASDI) scheme, better known as Social Security. At the time of her retirement in 1939, she had paid just $22 in Social Security...
One of the central problems of aggregate measures of national income and well-being is the fact so much of it relies on incomes, wealth, production, and consumption measured in terms of dollars. Q3 2019 hedge fund letters, conferences and more rawpixel / Pixabay The Traceable and Untraceable Things in Life This means only...
Vermont Senator Bernie Sanders wants to tax billionaires out of existence, or at least make them an endangered species. His proposed wealth tax of up to 8 percent per year would mean “the wealth of billionaires would be cut in half over 15 years,” he says. Q3 2019 hedge fund...
A working paper from the World Economic Forum released earlier this year stated: Q3 2019 hedge fund letters, conferences and more skeeze / Pixabay China’s private sector — which has been revving up since the global financial crisis — is now serving as the main driver of China’s economic growth. The combination...
Certain politicians and social critics would have us scandalized that the annual income of CEOs of large corporations is often several times that of the employees who work in those companies. Is it unfair that executives make substantially more than a middle manager, an executive assistant, or an assembly-line...
Ever since the passage of the Tax Cuts and Jobs Act in late 2017, opponents of the legislation have lamented the growth of stock buybacks. Rather than dutifully investing in the economy or their employees with the additional money from the corporate tax cuts, they say, corporations line their...
College isn’t the best option for everyone. Some will do just as well if not better by learning their craft through apprenticeships or by simply enrolling in a trade school. But when college is part of your calling and you simply cannot juggle a part-time job and school, taking...
Both capitalists and anti-capitalists frequently accuse capitalism of being a system driven by selfishness and greed. Capitalism’s defenders sometimes say: “By nature, man is selfish, which is why socialism will never work. Capitalism better reflects the fundamental characteristics of human nature.” Anti-capitalists claim that capitalism promotes the worst characteristics...
Joe Biden, the current front-runner of the Democratic 2020 field, promises the return of electric vehicle (EV) tax credits. The presidential candidate says that "a key barrier to further deployment of these greenhouse-gas reducing vehicles is the lack of charging stations and coordination across all levels of government." Biden...
With Spider-Man: Far From Home hitting theaters earlier this month, the Marvel Cinematic Universe has taken one of the series’ biggest risks yet: pulling Spider-Man out of New York City. The gravity of this decision is baked into the film’s title—with good reason. More than any other Marvel superhero,...
A student once told me his post-graduation goal. “All I want is a good-paying, stable, low-stress job where I never have to take work home or stay late while getting good benefits and I don’t need any more degrees,” he said. He made it sound so reasonable. Q2 hedge fund...
The media praises Elizabeth Warren as the 2020 candidate with “a plan for everything." Many of her supporters are drawn to her because she is clear about what issues are important to her and what she will do to improve or solve the problems she sees. Q2 hedge fund letters,...
If you ask most people about their impression of entrepreneurship, they might use words like “small business” or “innovation” or describe it as “working for yourself.” Some may go beyond that and paint a picture of an audacious Silicon Valley founder who boldly takes risks and tirelessly overcomes challenges. Q2...
One of the certainties of a market economy is change. As Joseph Schumpeter famously observed, innovation moves the world forward, but not painlessly. Q2 hedge fund letters, conference, scoops etc FotografieLink / Pixabay The evolutionary process of “creative destruction” introduces new industries and new opportunities, but in its wake, less efficient industries...
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