Weekly Reading for 5/13/22

Weekly Reading for 5/13/22

I received some feedback that people wanted to receive this at the start of the week, rather than end. I’ll give it whirl and start sending out on Monday. If you prefer it one way or another, shoot me a quick note and let me know! This week I’m heading down in...
Weekly Reading for 5/6/2022

Weekly Reading for 5/6/2022

After a long-awaited vacation, the Weekend Reading is back. Last week I headed down to Florida with my family to enjoy the sun and the beach. Logging into FactSet and seeing all these quotes in red, I think I need another vacation. Anyways, we flew back on Saturday so...
Weekly Reading 4/22/2022

Weekly Reading 4/22/2022

FYI this Weekly Reading is a little longer than usual, but I will be out next week. Kudos to Bravera Bank’s Jason Coley for getting me on a Talking Heads kick and inspiring the first item on the Weekend Reading. This past weekend I checked out a show by a band called...
Weekly Reading 4/15/2022

Weekly Reading 4/15/2022

Markets are closed tomorrow for Good Friday so enjoy the long weekend! Short Weekend Reading but definitely check out the Zeihan video. I thought it was very interesting.. By Charles Ruff, CFA Peter Zeihan presentation at Fort Benning Peter Zeihan | The Changing...
Weekly Reading 4-8-2022

Weekly Reading 4-8-2022

Apologies for missing the Weekend Reading last week… sometimes life gets in the way. By Charles Ruff, CFA Aswath Damodaran, NYU Finance Professor Last week I attended a presentation by Aswath Damodaran a Finance Professor at NYU. Prof Damodaran is an expert in...
Weekly Reading 3/25/2022

Weekly Reading 3/25/2022

Let’s face it. My bracket was dead on arrival. I’m still looking forward to watching some great games this weekend. In other news, we’re heading down to Genesee Country Museum this weekend for their annual maple sugar festival and pancake breakfast. Rest assured, my...