Reading List for May 7, 2021

Reading List for May 7, 2021

From budding trends to mature industries, Novem Group works hard to stay abreast of developing news. Here’s what caught our eyes this week: Semiconductors Semis are a major choke-point for the global economy. Bottlenecks are holding up production of major goods...
Reading List for April 30, 2021

Reading List for April 30, 2021

From budding trends to mature industries, Novem Group works hard to stay abreast of developing news. Here’s what caught our eyes this week: Velocity of Money (continued from the April 23rd Reading List) What Does Money Velocity Tell Us about Low Inflation in the...
Reading List for April 23, 2021

Reading List for April 23, 2021

From budding trends to mature industries, Novem Group works hard to stay abreast of developing news. Here’s what caught our eyes this week: A Hidden Bond-Market Problem Does a good job of laying out and quantifying what we already know- the fixed income market...
Reading List for April 9, 2021

Reading List for April 9, 2021

From budding trends to mature industries, Novem Group works hard to stay abreast of developing news. Here’s what caught portfolio manager Charlie Ruff’s eye this week: The Slow, Drawn Out Death of Brick & Mortar Retail UBS calling for 80,000 stores to...
Reading List for April 2, 2021

Reading List for April 2, 2021

From budding trends to mature industries, Novem Group works hard to stay abreast of developing news. Here’s what caught our eyes this week: Netflix: Focus and execution Grant Williams: THE END GAME EP. 14 – PAUL SINGER Securities offered through American...
Reading List for March 19, 2021

Reading List for March 19, 2021

From budding trends to mature industries, Novem Group works hard to stay abreast of developing news. Here’s what caught our eyes this week: Oaktree 2020 Review Inflation: Time For a Reality Check Taiwan: Dozens change name to ‘salmon’ to get sushi...