10 Thursday AM read – big picture

My morning The train WFH reads:

A How inflation has become America’s biggest economic problem: The last time inflation was so high, Fed engineers a severe recession. Unfortunately, the problem is much more complex now. Could the off-ramp of speaking inflation be better this time around? (Grid)

A I have learned twenty lessons Memes are not basic. You never knew this was going to happen. You never know what’s going to happen next. Not cash waste. Past performance is not indicative of future performance – past behavior. It’s hard to invest. (Irrelevant investors)

A Are NFTs Really Art? Collectible and cartoonish, these digital multiples, traded in cryptocurrencies, offer membership to an exclusive club – sometimes literally. But do they have any aesthetic value? A critic has weight. (The Guardian)

A Rise and fall: Do you have “merchant” in your profile? Brother, you have been interrupted by two interest rate hikes. Maybe relax. (Reform brokers) See more When people stop believing in Unicorn, fear and hatred return to tech start-ups: Workers are dumping their stocks, companies are cutting costs, and tech start-ups are being laid off due to problematic economic power. (New York Times)

A Wait, was Trader Joe a real man? Trader Joe was a real man and his clever instincts led him to build a counter-culture grocery empire. (CNN)

A Weak links in finance and supply chains are easily armed Russian sanctions highlight how network analysis is urgently needed to find and protect vulnerable segments of the global economy. (Nature)

A A touching farewell to the iPod In his time, the iPod Touch was awesome. It debuted as a surprise in early September 2007, just 10 weeks after the original iPhone went on sale. This was basically a special feature for an iPhone without a phone (Daring Fireball) See more An illustrated history of the iPod and its extensive impact The iPod has grown from Steve Jobs’ digital hub strategy. Life went digital. People were plugging all kinds of devices into their computers: digital cameras, camcorders, MP3 players. (Cult of Mac)

A The children are left behind because of the long covid: As the world pretends to end the epidemic, at least half a million children in the United States are battling a mysterious disease. (Business Week)

A What does it cost to drive 11 hours on a 9 169,000 Lucid Air electric car? The air is not perfect, but it raises optimism about the future of electric vehicles. And while I wouldn’t choose the Lucid Air over an EV from a traditional luxury automaker like Mercedes or Porsche, I’d choose something from Tesla. (Bloomberg)

A Minor league broadcasters must listen to you to believe There is joy on the field and in the broadcast booths in Fredericksburg this season. There’s a flurry of play-by-play voice Joey Zanaboni’s baseball fans talking about Frednuts in a creative way he talks about in the Washington National’s Class A affiliate. (Washington Post)

Be sure to check out our Masters in Business next week with Boaz Weinstein of Saba Capital. Hedge Fund specializes in credit default swaps, tail protection and volatility trading. Saba 5 is one of the largest SPAC investors. Previously, Weinstein was co-chairman of Deutsche Bank’s Global Credit Trading and a member of the Global Markets Executive Committee. Against JPM, Weinstein became infamous as a trader on the other side of the London whale trade, losing ঙ্ক 2B to Bank and সাব 100 million to Saba.

The Bond Market Never Lies: Something broke in each of the previous 14 rate hikes

Source: 22V research by John Rock

Sign up for our read-only mailing list here.

Print friendly, PDF and email

Leave a Reply

Your email address will not be published.