I brought my family to watch Toy Story 5 earlier today. Like most Pixar movies, it was entertaining enough for the children while quietly slipping a message to the adults. The theme that stood out to me was how much time modern families spend on screens and gadgets. Children are often blamed for it, but…
Looking past the headlines
Over coffee this week, some friends and partners brought up the latest memorandum or peace deal between the US and Iran. As expected, opinions were plentiful and certainty was in short supply. “Oh really?” a partner remarked when the agreement was described as a major victory for Trump. Another had actually taken the trouble to…
Back to school
Kevin Warsh will do everything reasonably possible to avoid raising rates. That may sound odd given the overwhelmingly hawkish interpretation of this week’s FOMC meeting, but I came away with a different impression. Contrary to most (all?) of the FOMC summaries I read so far, I did not find Warsh’s press conference particularly hawkish. Warsh…
Is this what an earnings peak looks like?
I’m not the most active person on LinkedIn, more of a quiet observer who scrolls now and then. I do make new connections occasionally (selectively, of course). At the risk of upsetting some people, LinkedIn can sometimes feel like a stage where many are more interested in “showing off” than sharing real insights or adding…
A global game
Wow! The World Cup is back. For the next couple of weeks, billions of people will become football experts. Some will even explain to professional coaches what they should have done differently from the comfort of their sofas. Despite a rather busy schedule, I still try to catch the highlights whenever I can. Investors are…