MiB: Charity Dean on Pandemic and Delta Variant

  This week, we speak with Dr. Charity Dean, former asst. director of the California Department of Public Health in 2020. She is a lead character in Michael Lewis’ book The Premonition: A Pandemic Story; Lewis called her “one of the people who saw […]

10 Weekend Reads

The weekend is here! Pour yourself a mug of Starbucks coffee, grab a seat on the beach, and get ready for our longer-form weekend reads: • The Tao of Snoop Dogg: “Companies that get down with me know how I get down.” Zooming from his […]

Robinhood’s Post-Pandemic IPO

Many stocks performed at IPO, and a few eventually righted themselves — in particular Facebook (FB) and UBER. The issue with Robinhood (HOOD) is twofold: 1. Can they grow in a post-pandemic envirnoment? 2. Has its valuation as a large 8-year old private company become […]

10 Friday AM Reads

My end of week morning train WFH reads: • 9 Questions For The Bull Market Bull markets are way more fun than bear markets but they can also warp your brain. Here are 9 questions I’m pondering at the moment in one of the great […]

1965 Land Rover 88 Series IIA

What is about these old trucks that are so appealing? I have been intrigued with these analog workhorses for some time. See as an example this 1958 Land Rover 109 Series II 4×4 or this 1994 Defender 130. The lines are classic and remained unchanged […]

Everybody Miscalculated Housing Demand

Why are there too few houses in general and too few for sale? The pandemic has revealed a supply/demand imbalance in the Housing Market, but the reasons are far less obvious than assumed. Sure, the pandemic sent lots of urbanites out looking for a place […]

10 Thursday AM Reads

My morning train WFH reads: • The Best And Worst Places to Be as Reopening, Variants Collide: 1) Norway 2) Switzerland 3) New Zealand 4) France 5) United States. The world got a reality check this month. The road to recovery from the worst pandemic […]

Inflation: Long-Term, Transitory or Reset?

Lumber Back to Pre-Pandemic levelsSource: Liz Ann Sonders, Schwab The inflation debate seems to be conflating a variety of different elements of changing prices. There is some confusion over what has occurred. Let’s spend a few moments reviewing these, to see if we can figure […]

10 Wednesday AM Reads

My mid-week morning train WFH reads: • Lysol. N95 Masks. UPS. For Some Pandemic Winners, the Boom Is Over. Growth is slowing for some businesses, adding to challenges as they deal with rising costs and supply constraints (Wall Street Journal) • Is the End Near […]

Delta Variant vs Inflation

Source: Deutsche BankA couple of weeks ago, we discussed The Economic Risks from Anti-Vaxxers. That was deep dive into the risks to the recovery presented by those who refuse to get jabbed. That view was — briefly — an outlier position. It only took 2 […]