A big day for the Green New Deal, tax policy old and new, a solution for morale problems at Palantir and a solution for god only knows at Davos.
Watching Jay Powell’s press conference today, it hit me – THIS HAS ALL HAPPENED BEFORE.
Back in September, 2013 to be precise, when Ben Bernanke told us that QE was not going to roll off as expected, that “data dependent” meant “market dependent”, and the Fed was a prisoner of the White House and Wall Street.
You are here. Again.
Today’s Zeitgeist has a bit of private markets, Boeing and Apple, conspiracies and tax avoidance.
When facing a no-win scenario, sometimes the only rational choice is for our advisers and managers to change the conditions of the test. That doesn’t mean we have to buy what they’re selling.
Food and retailing are top of mind (and…bullish?), trade continues to dominate content and commentary, and a hero rides in to protect the Lu Ann Platter.
The next stops in our discovery of the process of discovery? A town of 1,282 people and the mind of a German physicist named Arnold Sommerfeld.
Like it or not, the 2020 election season has begun. But I’ve got good news for you: someone has The Answer for the political center, and he’d very much like to discuss it with you.
Tech, telecom, pharma and defense report. Plus some…er…highlights, from Davos.
Last Halloween the hipsters over at Salesforce.com turned their new San Francisco building into a giant Eye of Sauron. I keep waiting for someone to try this with the Federal Reserve’s Eccles Building, but that would be too on-the-nose.
Oil falls, gas bounces, banks are buoyed. It’s apparently a weird gravity metaphor grab-bag on a Monday Zeitgeist.