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10 Sunday Reads

Barry Ritholtz

Wall Street Journal ) • As Kushner’s Investment Firm Steps Out, the Potential Conflicts Are Growing : Jared Kushner’s Affinity Partners has invested more than $1.2 It’s a common story across the pharmaceutical industry. Source: Construction Physics Sign up for our reads-only mailing list here. ~~~ Still on book leave.

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10 Monday AM Reads

Barry Ritholtz

Now States Are Scrambling to Revive Them : Construction of low-density housing like duplexes hovers near record lows, as states pass zoning reform to tackle the affordable housing crisis. The pivot has accelerated a manufacturing revival and spurred investment that will reshape key parts of the economy. An investigation.

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Singaporean firms confident about longer-term recovery 

Future CFO

For Singaporean industries, Financial Services (18%), Healthcare and Pharmaceuticals (14%) and Industrial and Chemicals (14%) are the most prepared for managing disruption. However, there are some significant barriers to overcome when investing in new technologies, Workday pointed out. Study highlights.

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Why Data-Backed Innovation Is The Medicine Healthcare Needs

PYMNTS

It feels that way, he noted, because technologies do exist to begin mitigating and reversing some of the vulnerabilities the COVID-19 pandemic has exposed — something he knows firsthand since his company focuses on investments in firms developing innovative technological upgrades to the healthcare vertical. Breaking The Data Silos.

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Apple’s Long Strange Trip to A $2T Valuation

PYMNTS

Subsequent releases of the iPad (2010), Apple Pay (2014) and the Apple Watch (2015) stimulated a lot of consumer and investment interest in tablets, mobile payments and wearables, respectively. The nation’s first 3G network first started construction in January 2002 and covered the majority of the country by the iPhone’s launch in 2007.

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Transcript: Kathleen McCarthy

Barry Ritholtz

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. RITHOLTZ: And how did you shift into real estate principal investment at Goldman Sachs? But I’d say, overall, folks are more kind of corporate-oriented, you know, investing in companies.

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Transcript: Richard Bernstein

Barry Ritholtz

He was the chief investment strategist at Merrill Lynch where he worked for more than 20 years. If you’re at all interested in thinking about asset allocation, top-down analysis, how to think about the world of investing, not as a stock picker, but as a broad macro perspective, none better than Rich Bernstein.