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November 1, 2019, Vol. 37, No. 21

Interest rates on wheels

Its business model depended on everything we’ve learned about transportation economics being totally wrong.

Recession, ahoy!

What we’re seeing is something very unusual taking place in the context of what is supposed to be an expanding global economy,” observed David Rosenberg, leadoff speaker at the Fall 2019 Grant’s conference, “and where do you think bond yields are going to go if the stock market crashes?

Progress of the age

Cascading digital progress just may cause inflation "to be structurally lower (and earnings growth and valuations structurally higher) than history may predict."

‘Your biggest mistake’

The greatest correlated belief of institutional and intelligent investors probably in the past 25 years is in the most wonderful asset class ever invented.

Bums’ rush

Low cost is actually a very costly decision, and that passive thing is acting quite aggressively.

Fall and redemption

The strange thing about technology is it is a badge of honor to get completely wiped out as long as you come back.

Progress in reverse

We’re going to inflate – that’s what the history of major economies is.

The great debate

While it can’t be said that the 10th president of the New York Fed and your editor agreed on everything, they did concur that money is not humanity’s best subject.

Large, unbeatable numbers

The cycle’s signature big-spending, go-for-growth business model is a co-product of the cycle’s signature low interest rates, but there are non-monetary limits to profitless revenue expansion.

Community activists

Profitable, sound and well-capitalized are a quartet of Grant’s picks to click, though you wouldn’t know it from the “limited engagement” of the buy side, or what might otherwise be characterized as nobody much caring.

Promiscuity runs rampant

It isn’t every day a CEO pens a 10-page, 4,989-word letter to explain disappointing quarterly results.

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