Peter Boockvar on commodity prices… Here’s an update on commodity prices. The CRB raw industrials index closed yesterday at just under a 10 year high. The CRB food index closed at an 8 year high. CRB Raw Industrials Index CRB Food Price Index Josh here – Inflation protection is on everyone’s minds right now. It’s…
Joshua M Brown
Why Copper is Crushing Gold
NEW best charts for April
Jamie Dimon: Dear Shareholder
As a long-term shareholder (and customer) of JPMorgan Chase, I never missed Jamie Dimon’s annual letter. I wrote about fintech disrupting banks this week, you can read it here. Jamie covers this idea at length in his letter… Dear Fellow Shareholders, 2020 was an extraordinary year by any measure. It was a year of a…
Most Definitely Not Boring
Join Packy McCormick’s substack letter for a celebration of learning.
Why the “fintech disruption” threat to banks might be overdone
Chris Davis is a famed value investor and a high conviction bull on large bank stocks pretty much all the time.
Niall Ferguson on China’s digital currency ambitions
This was a very important piece from a very good writer and thinker on the topic of money. Please make 15 minutes for this today. Don’t Let China Mint the Money of the Future (Bloomberg)
Seventeen new families make up the first Milestone Rewards class of 2021
Times like these
Sorry my family office crashed the Nasdaq.
We are working hard to unwind these positions in an environmentally responsible way.
Boomers Got the Vax
low key this a legit slap. Lmao
Non-compete
Sitting in my non-compete period, watching.
