Let us put men and women together, see which one is smarter,
Some say men, but I say no, women got the men like a puppet show.
It ain’t me it’s the people that say,
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Blog Archives
The Case Against The Phillips Curve
The unemployment rate is the most important indicator for people who are believers in the Phillips Curve. Phillips Curvers believe that there is a trade-off between unemployment and inflation. The less slack in the labor markets (lower unemployment rate) the more inflation there will be as labor can bargain for higher wages and this,
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My First 30 Years With CWS
I was the honored recipient of a dinner that took place for my 30th anniversary at CWS last week. The dinner was organized by my wife with some help from CWS. I usually don’t read a prepared speech when I have something to say in public but in this case,
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Anger – A Great Source of Insight
As investors (and human beings) it’s almost always best to keep our cool and not let others or ourselves get the best of us. When we lose our center and become consumed by emotion set off by powerful triggers, mistakes happen and we often come to regret our actions and the consequences they unleash.
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Lessons in Leadership and Civility from Lincoln
I was flipping through the television channels last week and I came across Ken Burns’s last episode of his Civil War documentary. It is such a highly regarded series and one in which I hope to see from beginning to end some day. I have always been fascinated by the Civil War and,
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The Wisdom of Chief Justice John Roberts, Jr.
Charlie Munger is a big proponent of solving problems and optimizing through inversion. For example, if you want to live a happy, productive, and successful life it is probably more valuable to study those people who you think have been unhappy, unproductive, and unsuccessful.
It is just as important to know what not to do and avoid those actions and decisions as it is to know what to do.
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Apple – Ain’t That America
“A lot of companies have chosen to downsize, and maybe that was the right thing for them. We chose a different path. Our belief was that if we kept putting great products in front of customers, they would continue to open their wallets.”
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Lessons from Steve Schwarzman – Chairman and CEO of Blackstone
Steve Schwarzman is the co-founder and Chairman and CEO of Blackstone, which is the largest alternative asset management firm in the world. Schwarzman has built a financial colossus and extraordinarily successful asset management firm that is by far the global leader in alternative investments.
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What Is Your Story? Creating A Story Where You Are The Hero
Marc Andreessen said something in an interview that I have thought a lot about over the years. I have been a big fan of Joseph Campbell who was an expert on myths and deconstructing the hero’s journey into its most important components and structure.
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Has The Performance Of The S&P 500 Always Been So Top Heavy?
Technology stocks, particularly large capitalization ones, have been on a tear as the following chart shows.
Since there is overlap between the two indices, I was curious to know how the largest technology companies have impacted the overall S&P 500 return.
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