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Fifteen on Friday
Fifteen on Friday # 530

The Week’s Best Articles

David C. Wells | October 10, 2024
Fifteen on Friday
Fifteen on Friday # 529

The Week’s Best Articles

David C. Wells | September 20, 2024
Fifteen on Friday
Fifteen on Friday # 528

The Week’s Best Articles

David C. Wells | August 30, 2024
Fifteen on Friday
Fifteen on Friday # 527

The Week’s Best Articles

David C. Wells | August 9, 2024
Fifteen on Friday
Fifteen on Friday # 526

The Week’s Best Articles

David C. Wells | July 26, 2024
Fifteen on Friday
Fifteen on Friday # 525

The Week’s Best Articles

David C. Wells | July 12, 2024
Fifteen on Friday
Fifteen on Friday # 524

The Week’s Best Articles

David C. Wells | June 28, 2024
Fifteen on Friday
Fifteen on Friday # 523

The Week’s Best Articles

David C. Wells | June 14, 2024
Fifteen on Friday
Fifteen on Friday #522

The Week’s Best Articles

David C. Wells | May 24, 2024
Fifteen on Friday
Fifteen on Friday #521

The Week’s Best Articles

David C. Wells | April 26, 2024
Fifteen on Friday
Fifteen on Friday #520

The Week’s Best Articles

David C. Wells | April 12, 2024
Fifteen on Friday
Fifteen on Friday #519

The Week’s Best Articles

David C. Wells | March 22, 2024
Fifteen on Friday
Fifteen on Friday #518

The Week’s Best Articles

David C. Wells | March 8, 2024
Fifteen on Friday
Fifteen on Friday #517

The Week’s Best Articles

David C. Wells | February 16, 2024
Fifteen on Friday
Fifteen on Friday #516

This week: The Ruling Class, Bridgewater, and Vision Pro is here

David C. Wells | February 2, 2024
Point of View
Flash Report January 2024

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February 1, 2024
Fifteen on Friday
Fifteen on Friday #515

This week: Succession, Rainmaking, and Manchester United

David C. Wells | January 19, 2024
Fifteen on Friday
Fifteen on Friday #514

This week: Decluttering, Stanleys, and the Science of Muscle

David C. Wells | January 5, 2024
Point of View
Flash Report December 2023

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January 2, 2024
Fifteen on Friday
Fifteen on Friday #513

This week: Taylor, AI, and Art Basel

David C. Wells | December 22, 2023
Fifteen on Friday
Fifteen on Friday #512

This week: The Dangers of Influencing, YOLO Spending, and The Rizz

David C. Wells | December 8, 2023
Fifteen on Friday
Fifteen on Friday #511

This week: Mrs. Bezos-to-be, AI, and the 23 Year Old Championship Coach

David C. Wells | November 21, 2023
Fifteen on Friday
Fifteen on Friday #510

This week: The World’s Worst Art Collection, Government Debt, and Cold Showers

David C. Wells | November 10, 2023
Fifteen on Friday
Fifteen on Friday #509

This week: Culture Standstill, Chinese Private Equity, and Plastic Eating Bacteria

David C. Wells | October 27, 2023
Fifteen on Friday
Fifteen on Friday #508

This week’s highlights: Building the Life You Want, Fewer Accountants, and Fake Dining

David C. Wells | September 29, 2023
Fifteen on Friday
Fifteen on Friday #507

This week’s highlights: How America Got Mean, 24-hour Options, and the Malaria Vaccine

David C. Wells | September 15, 2023
Fifteen on Friday
Fifteen on Friday #506

This week’s highlights: Bill Waterson, Marketing, and The Preppy Handbook (again)

David C. Wells | September 1, 2023
What We Are Reading
Does Sam Altman Know What He’s Creating? – Ross Andersen, The Atlantic
August 29, 2023
What We Are Reading
Nvidia circa 2023, Cisco circa 2000 – Robert Armstrong & Ethan Wu, FT montage/Bloomberg
August 15, 2023
What We Are Reading
If You Find the Economy Confusing, Don’t Worry: It Is – James Mackintosh, The Wall Street Journal
July 17, 2023
What We Are Reading
The economic potential of generative AI: The next productivity frontier, McKinsey & Company June 2023
June 16, 2023
What We Are Reading
China’s Fading Recovery Reveals Deeper Economic Struggles – Stella Yifan Xie and Jason Douglas, The Wall Street Journal
May 30, 2023
What We Are Reading
Hard or Soft Landing? Some Economists See Neither if Growth Accelerates – Nick Timiraos, The Wall Street Journal
February 14, 2023
What We Are Reading
Big Hedge Funds Are Top Performers, for a Change – Gregory Zuckerman, The Wall Street Journal
January 19, 2023
What We Are Reading
A Strong U.S. Dollar Buoys Small-Cap Companies’ Stocks – Hannah Miao, The Wall Street Journal
October 17, 2022
What We Are Reading
Apple Suppliers Add Manufacturing Sites in U.S., With Focus on California – Yang Jie, The Wall Street Journal
October 5, 2022
What We Are Reading
Don’t Give Up on the Stock Market – Burton G. Malkiel, The Wall Street Journal
September 22, 2022
What We Are Reading
The Lords of Money Pose Massive Threats to Markets – James Mackintosh, The Wall Street Journal
June 20, 2022
What We Are Reading
Is Larry Summers Really Right About Inflation and Biden? – John Cassidy, The New Yorker
April 11, 2022
What We Are Reading
Will Inflation Stay High for Decades? One Influential Economist Says Yes – Tom Fairless, The Wall Street Journal
March 10, 2022
What We Are Reading
Why the Sustainable Investment Craze Is Flawed – James Mackintosh, Wall Street Journal
January 24, 2022
What We Are Reading
Byron Wien and Joe Zidle Announce the Ten Surprises of 2022, Blackstone
January 3, 2022
What We Are Reading
Could search engines be fostering some Dunning-Kruger? – John Timmer, Ars Technica
October 21, 2021
What We Are Reading
‘Great Attrition’ or ‘Great Attraction’? The choice is yours – McKinsey Quarterly – September 8th, 2021
October 12, 2021
What We Are Reading
Inflation is All Over the Place – James Mackintosh, The Wall Street Journal
September 20, 2021
What We Are Reading
How Investors Can (and Can’t) Create Social Value – Paul Brest, Ronald Gilson, & Mark Wolfson, Stanford Social Innovation Review

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September 7, 2021
What We Are Reading
How Amazon, JP Morgan, and Berkshire Hathaway took on America’s health care system and lost – Erika Fry, Fortune
August 26, 2021
What We Are Reading
Animals Count and Use Zero. How Far Does Their Number Sense Go? – Jordana Cepelewicz, Wired
August 20, 2021
What We Are Reading
When Will China Rule the World? Maybe Never – Eric Zhu and Tom Orlik, Bloomberg
July 8, 2021
What We Are Reading
Unhedged: Talking bubbles with Jeremy Grantham – Robert Armstrong, Financial Times

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May 25, 2021
What We Are Reading
Even Short-Term Inflation Will Test the Fed – James Mackintosh, WSJ
May 21, 2021
What We Are Reading
Productivity Is Finally Looking Up, and the Gains Could Lift Growth
May 4, 2021
What We Are Reading
U.S. Debt Is at a Record, but the Risk Calculus Is Changing – Jo Craven McGinty, WSJ

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April 20, 2021
What We Are Reading
China Creates Its Own Digital Currency, a First for Major Economy – James T. Areddy, WSJ

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April 7, 2021
What We Are Reading
One of World’s Greatest Hidden Fortunes is Wiped Out in Days – Katherine Burton and Tom Maloney, Bloomberg

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April 1, 2021
What We Are Reading
NFTs Are Driving Stunts and Diving into the Culture Wars – Nick Bilton, Vanity Fair

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March 23, 2021
What We Are Reading
We’re Worried About Bubbles. That’s a Good Thing – John Authers, Bloomberg

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March 3, 2021
What We Are Reading
Race, Risk, and the Emergence of Federal Redlining – P. Fishback, J. LaVoice, A. Shertzer, R. Walsh, NBER Working Paper Series

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February 12, 2021
What We Are Reading
Walmart Is Adopting Socially Responsible Policies. ESG Funds Are Taking Notice. – Sarah Max, Barron’s

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January 11, 2021
What We Are Reading
Chinese Tech Stocks Are in Hot Water. It May Not Last. – Craig Mellow, Barron’s

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January 4, 2021
What We Are Reading
Wall Street versus Main Street: Why the disconnect? By Marc Goedhart, Tim Koller, and Pete Stumpner – McKinsey & Company

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October 12, 2020
What We Are Reading
Disease, Downturns, and Wellbeing: Economic History and the Long-Run Impacts of COVID-19

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September 14, 2020
What We Are Reading
1Q 2020 GMO Quarterly Letter by Ben Inker and Jeremy Grantham

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June 16, 2020
What We Are Reading
KKR Global Macro Trends | Keep Calm and Carry On | April 2020

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April 23, 2020
What We Are Reading
IMF World Economic Outlook | Chapter 1: The Great Lockdown

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April 15, 2020
What We Are Reading
The Private Equity Negotiation Myth – William Clayton, Yale Journal on Regulation

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April 2, 2020
What We Are Reading
This classic McKinsey article from 2000 is something we are reviewing during this volatile time.

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March 23, 2020
What We Are Reading
International Monetary Relations: Taking Finance Seriously – Maurice Obstfeld and Alan M. Taylor

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November 25, 2019
What We Are Reading
Affordable Housing in Los Angeles: Delivering More and Doing it Faster – McKinsey Global Institute – November 2019

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November 25, 2019
What We Are Reading
Musings on Markets – Blog by Aswath Damodaran

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November 18, 2019
What We Are Reading
The Future of Asia – McKinsey Global Institute – September 2019

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November 12, 2019
What We Are Reading
The ‘Genetic Defect’ in Active Management, Institutional Investor, Julie Segal

Download the update (PDF) here »

October 22, 2019
What We Are Reading
8 Experts Every Family Office Should Have Now – Jackie Cooperman, Worth
What We Are Reading
This Week in Muniland – Alliance Bernstein

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August 19, 2019
What We Are Reading
Reconciling Fiduciary Duty and Social Conscience: The Law and Economics of ESG Investing by a Trustee

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July 8, 2019
What We Are Reading
Did the 2017 Tax Reform Discriminate against Blue State Voters?

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June 24, 2019
What We Are Reading
Is a leverage reckoning coming? McKinsey & Company May 2019

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May 15, 2019
What We Are Reading
What’s Happening with the US-China Trade Negotiations

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Jim Foster | May 10, 2019
What We Are Reading
Globalization in Transition — The Future of Trade and Value Chains, McKinsey & Company, January 2019

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March 11, 2019
What We Are Reading
Forget the Trade War. China is Already in Crisis – Bloomberg
What We Are Reading
The huge ‘blackout’ that may be deepening market turbulence – CNN Business
What We Are Reading
Has the derivatives volcano already begun to erupt? – Asia Times
What We Are Reading
Why the Traditional Way of Measuring ‘Value’ Stocks May Be History – WSJ
What We Are Reading
Leveraged-Loan Lovefest Will End in Heartbreak