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Pain…
BCA Research’s Peter Berezin says the worst is yet to come for stocks and he sees the S&P 500 falling to 4,450 by year-end. And he says that call may still be too bullish. He was one of the few to accurately predict a correction this year. Personally, I think he’s right and do not…
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Strip Malls in America
Prof. Stewart Hicks highlights the underestimated value of strip malls, asserting their increasing appeal in real estate as they adapt to changing market demands and contribute to community resilience. Despite being seen as outdated, strip malls support local entrepreneurship and provide essential services, with a recent uptick in interest and investment driven by high lease…
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The Man Behind the Curtain
Howard Lutnick, close friend of Donald Trump, current Secretary of Commerce, and former CEO of Cantor Fitzgerald discusses strategic initiatives aimed at budget management, emphasizing the potential for significant federal spending cuts and improvements in efficiency, such as leveraging existing resources and addressing government fraud. Through anecdotes involving high-profile figures like Elon Musk, Lutnick presents…
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Captured Pilot Resists Torture and Helps Fellow Prisoners
Unrelated to markets, but completely worth watching. “Deal with the world as it is, not as you wish it was” Col. Edward Hubbard Vietnam War P.O.W.
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Trump, Tariffs, and Tesla
Professor Damodaran discusses the intricate relationship between politics and investing in the context of globalization , job losses, and economic disruption. Noting the significant impact of globalization since the 1980s, particularly highlighting China’s dramatic growth and the resultant winners and losers, including blue-collar workers and small businesses affected by these shifts. The discussion touches on the political…
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America’s Biggest Mistake?
An interesting take from the the All in Podcast’s Sultan of Science. Personally, I wonder why the government and people are not happy with the loads of taxes they collect? What is wrong with passing a balanced budget amendment?
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Why Oman’s $5B Smart Cities Are Different
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Is Sweden’s Gripen a Smarter Choice Than the US F-35?
The video compares Sweden’s SAAB JAS 39 Gripen and the US F-35 Lightning II, a choice both Canada and other NATO countries are considering. Key differences are cost, capabilities, and operational flexibility. The Gripen is noted for its cost-effectiveness, agility, and multi-role functionality, boasting a higher top speed and operational efficiency from short or improvised runways, making…
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Gray’s Predictions
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And, This Is What We’ve Come To…
Presented without comment.
Got any book recommendations?