Weekend Reading for 10/15/2021

Weekend Reading for 10/15/2021

All around, the wedding last weekend was a great time. Since graduating college, the only thing that has changed with this group of friends is that we drink fancier beer now. It’s been a pretty busy fall for the Novem Investment team. We’re in the middle of a big...
Weekend Reading 10/8/2021

Weekend Reading 10/8/2021

I’m at a wedding this weekend with my college roommate and fraternity brother. My wife is in for one heck of a ride. Stories to follow. In other news, now that the weather has turned I put the training tire back on my bike and set-up the old pain cave down in the...
Weekend Reading 10/1/2021

Weekend Reading 10/1/2021

A good status quo on the Evergrande situation. What Does Evergrande Meltdown Mean for China? Impact of the China’s “3 red lines” for property developers. Implementing these standards forced developers to curtail operations and liquidate assets which, in...
Weekend Reading 9/24/2021

Weekend Reading 9/24/2021

Happy Friday,We have the Novem employee picnic this afternoon and apparently there is going to be a bounce house. Sometimes it’s the little things. Charlie Ruff, Portfolio Manager Innovation as a Third Style...
Weekend Reading 9/17/2021

Weekend Reading 9/17/2021

My brother and his girlfriend are visiting for the weekend which will be fun. It also means I get to enjoy a full weekend of watching my mom drop hints about engagement. Her method is simply amazing. It’s about as subtle as a marching band. Charlie Ruff, Portfolio...
Weekend Reading 9/10/21

Weekend Reading 9/10/21

Enjoy those last few days of summer. 2 days to Bills Season. Countdown to the Bills Season Opener Day(s) : Hour(s) : Minute(s) : Second(s) Some good macro commentary from Moody's https://novemgroup.com/wp-content/uploads/2021/09/Maybe-This-Year-Maybe-Not.pdf...