01/27/2021

LVMH weathers the Covid storm

As far as geographical performance goes, it’s still very much a game of two halves, with a strong recovery in Asia but sales in Europe are still performing under par given the resurgence of the virus.

01/27/2021

Are we in a bubble?

A simple PE could be misleading if investors expect earnings to recover.

01/22/2021

The Great Grift by Tim Price

The point of the speech is not to refer to the world, but to refer to the system of symbols that historically legitimated the American political order.