Remove tag macro economy
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10 Tuesday AM Reads

Barry Ritholtz

Stay at Home Macro ) • The Great Disconnect: Why Voters Feel One Way About the Economy but Act Differently : Americans are angry and anxious, and not just about prices, which may be driving economic sentiment more than their financial situations, economists said. ( That’s true for most families. I found their families. (

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Tech Unicorn To Bring Billions In Japan, Illuminating A Culture Of Thrift

PYMNTS

As reported by Reuters , Mercari is set to bow on the public markets in Japan, and while observers of the stock market are watchful of a billion-dollar price tag — which means, of course, unicorn status — the enthusiasm underpins a business model of a different sort.

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Getting To The Core Of Apple’s (And Everyone Else’s) China Issue

PYMNTS

Cook blamed the ongoing trade war , and said the Chinese economy is weaker than expected. Those two macro sentiments are helping to send the broader markets into freefall – after all, the slowdown would augur ill for any number of countries and any number of verticals.

Sales 70
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The Difference Makers: Key Person(s) Valuation

Musings on Markets

From Alfred Sloan at General Motors to Jack Welch at General Electric to Steve Jobs at Apple, there is a history of CEOs being tagged as superstars (and indispensable to the organizations that they head), in successful companies. That may explain why Berkshire's stock price was unaffected by Munger's passing.

Valuation 113
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Transcript: Jenny Johnson, Franklin Templeton

Barry Ritholtz

And it’s kind of funny, if you, and now you see it in New York City, but if you showed up in a meeting in a coat and tie, post the dot-com era and coming into the more recent stuff, you were viewed as sort of the old economy. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right.

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Face-To-Face V.2021: What Zoom Teaches Us About The Connected Economy

PYMNTS

Given its hefty price tag and IT requirements, the technology was installed in conference or board rooms and not individual offices. After the initial shock and awe of the pandemic and lockdown of the physical economy in March of 2020, it was this technology that helped keep businesses moving and remote workforces productive.

B2B 138
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Transcript: Robert Koenigsberger

Barry Ritholtz

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. KOENIGSBERGER: That’s right.