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…
Buyers of the Lost ARKK
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including:
Clips From Today’s Halftime Report
How these investors view Apple’s stock performance from CNBC.
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)
This Week on TRB
These are the most read posts on the site this week, in case you missed it:
RWM crosses $2 billion in AUM, a new investable asset class is born with Dallas Tanner (CEO, Invitation Homes), season finale!
My guest this episode is Dallas Tanner, CEO and founder of Invitation Homes, which trades on the New York Stock Exchange under the ticker symbol INV
Seventeen new families make up the first Milestone Rewards class of 2021
Times like these
The Spending Surge
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including:
