The last morning of my week
The train WFH reads:
A The Tech Route isn’t just about cycling — it’s about earning well and overdue Market declines are not the inevitable result of macroeconomic power, such as high interest rates and inflation. This is the best opportunity in more than a decade to count with the abundance of technology industry. (Business Week)
A Signs: Bull market rhyme There are repetitive cycles, ups and downs, but the course of events is basically the same, with small variations. It has been said that history repeats itself, it is probably not correct, it is mere rhyme. (Oktree Capital)
A Wealthy investors pile up in private equity to avoid stock volatility Fund managers say (Wall Street Journal)
A They spent a fortune for pictures of apes and cats. Do they regret it? As the market for digital collectibles flows, investors consider what the artwork is really worth. (Washington Post)
A Large U.S. cities have lost more inhabitants as the Covid-19 epidemic spreads The total population of San Francisco and Chicago is close to 2010. (Wall Street Journal) See more These are the best – and worst – cities for work-life balance New research assesses cities for livability, work intensity and social services. (Pursuit)
A Bad Economy: How not to think like an economist: How microeconomic logic has taken over the institutions of American rule. (Boston Review)
A The idea of increasing Japanese growth (Episode 1) Fixing that broken corporate culture is an important part of the story of low Japanese GDP, and I’ll talk about ways to deal with it. But that’s just part of the puzzle. In today’s post, I would like to list some of the steps that I think Japan can take to grow beyond and beyond corporate culture reform. (Nohpinion)
A How digital transparency has become a force of nature: In the digital age, no secret is safe. Implications for our Institutions Direct Darwinian (Scientific American)
A Trump tells allies that his record on abortion could hurt his 2024 prospects Trump fears that by laying the groundwork for overturning Rowe vs. Wade, he has angered ‘suburban women’ and given an opening to his enemies, sources told Rolling Stone. (Rolling Stone)
A Why is ‘Bob’s Burger’ so strangely loving? This guy. Lauren Bouchard’s accidental career as a comedy mogul has now brought her TV family to the big screen. (New York Times)
Be sure to check out our Masters in Business next week with Adam Parker, founder of Tribute Research. Sunford c. Former head of research at Bernstein, he was the chief US equity strategist at Morgan Stanley and a semi-analyst at the # 1 rank before becoming director of Global Quantum Research. As a member of MS’s Global Investment Committee, he has helped manage $ 2 trillion in personal assets.
Investing in Stagflation: What Happened in the 1970s?
Source: Jim Reed, Deutsche Bank
Sign up for our read-only mailing list here.