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…
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Clips From Today’s Halftime Report
How these investors view Apple’s stock performance from CNBC.
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
Clips From Today’s Halftime Report
How the ‘Halftime’ traders view ‘overcrowded’ trades right now from CNBC.
Sorry my family office crashed the Nasdaq.
We are working hard to unwind these positions in an environmentally responsible way.
Clips From Today’s Halftime Report
‘This is a Berkshire type of market,’ says Josh Brown from CNBC.
Boomers Got the Vax
low key this a legit slap. Lmao
Clips From Today’s Halftime Report
SPAC ‘deal quality is falling off the cliff’, says Ritholtz’s Josh Brown from CNBC.