My two-for-Tuesday morning
The train WFH reads:
A How the beer market deceives bhola investors: Most of the biggest daily jumps occur during beer market (MarketWatch) See more Why we are in the beer market now: What you need to know about crashing stock right now. (Slate)
A Wall Street’s favorite bearish signal is back as a curve invert: Short-term yields rise sharply as Fed slows the economy
A A complete comeback to the office? Does ‘ever’ work for you? The employer’s plan played out like a chicken coop. Now the workers are directly revolting, and the executives are trying everything to make the office valuable. (New York Times).See more Why is it not working back in the office “I gain nothing but travel.” (Vox)
A The Millennium Lifestyle Subsidy is over: Rising energy and labor costs are leading to sticker shocks in some of the once cheap urban amenities. It’s not just inflation, it’s the end of VC-funded millennial consumer subsidies. (Atlantic)
A Insiders put aside the frustration of the recession in their own stocks Shopping for the first month of March 2020 is ready for the top sale, with investors surging against the bitter mood from Wall Street. (Bloomberg) See more S&P 500 Sector Quilt: Why it is so difficult to choose the best sector for investment. (A Wealth of Common Sense)
A The problem of inequality in America has developed for the first time in a generation The combined wealth of the bottom 50% of households has almost doubled in two years. Can fragile gains continue? (Business Week)
A Elon’s twist twist: Musk’s Biggest Technology ‘Best’ Offer Looks Bogus (New York Post) But look It’s time to dump her and move on. Elon Musk is a terrible boss Elon Musk is the boss’s arrogant, king-like evolution. (MSNBC)
A Many reporters think Kevin McCarthy is dumb. Why can’t they say so? Washington’s Last Sanctions: Calling Someone a Fool (Politics)
A Covid flu and other common viruses are working in unfamiliar ways: For more than two years since the coronavirus epidemic, known viruses have been operating in unfamiliar ways. Respiratory syncytial virus, also known as RSV, usually limits its respiratory attack in the winter months. (Washington Post)
A Tom Hanks explains it all. So, does this mean that at this time of declining trust in our organization and in each other, Tom Hanks is now playing the role of a bad guy? (New York Times)
Be sure to check out our Masters in Business this week with Mobius Capital’s Mark Mobius. Known as the “Godfather of Emerging Markets”, he was tapped by Sir John Templeton in 1987 to run Templeton Emerging Markets, one of the world’s first EM funds. Over the next 30 years, he visited 112 countries, invested in 5,000+ companies, and traveled 1,000,000+ miles. It has helped Templeton Emerging Markets Group grow from $ 100 million in six markets to বিল 40 billion in 70 countries.
If you are in the home products market, there is a good chance that your local target will be sold in the near future …
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The post appeared on The Big Picture, the first to be read at 10 AM on Tuesday.