The Leyendecker View Blog
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» The Leyendecker View: Washington Did Something Good, Really!
- August
- 07
- 2020
The Leyendecker View: August 7, 2020
"When these laws were written, the monopolists were men named Rockefeller and Carnegie. Today the men are named Zuckerberg, Cook, Pichai and Bezos. Once again, their control of the marketplace allows them to do whatever it takes to crush independent business and expand their own power. This must end."
- David Cicilline (D-RI), chairman of the US House antitrust subcommittee
COMMIT THIS TO MEMORY
2019 GDP was $21.4T. That makes the 70%-service economy worth $14.98T and the 30%-goods-producing economy worth $6.42T. Service employment is at 130M jobs, and goods production employment is at 21M jobs. That means each service job generates $115K of GDP, while each goods production job generates $304K of GDP. So, what should our economic policy be?
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» The Leyendecker View: A Brief History of Anti-Trust
- July
- 31
- 2020
The Leyendecker View: July 31, 2020
“Those who dream by day are cognizant of many things which
escape those who dream only by night.”
- Edgar Allen Poe, Eleonora
SPREAD THE WORD
2019 GDP was $21.4T. That makes the 70%-service economy worth $14.98T and the 30%-goods-producing economy worth $6.42T. Service employment is at 130M jobs, and goods production employment is at 21M jobs. That means each service job generates $115K of GDP, while each goods production job generates $304K of GDP. So, what should our economic policy be?
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» The Leyendecker View: Who is This Steven Mnuchin Dude?
- July
- 24
- 2020
The Leyendecker View: July 24, 2020
“The pessimist says, ‘The world has gone mad, and things couldn’t get any worse!’
While the optimist exuberantly replies in a seriously upbeat way: ‘Oh, yes they can!’”
- Anonymous
OUR FINANCE WORLD
Who is this Steven Mnuchin dude?
What’s he got that keeps him from getting fired?
The Midas touch
Bill Ackman’s record-breaking SPAC jumps 9% on first day.
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» The Leyendecker View: FBI Investigating Private Equity
- July
- 17
- 2020
The Leyendecker View: July 17, 2020
“This is not a normal recession. The recessionary part of this
you’re going to see down the road.”
- Jamie Dimon on recent earnings call
OUR FINANCE WORLD
FBI investigating private equity and hedge funds
Over concern of money laundering.
The Fed made banks a bunch of dough
Read the Twitter feed. Ouch!
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» The Leyendecker View: Bloomberg’s Billionaires Index
- July
- 10
- 2020
The Leyendecker View: July 10, 2020
“An appeaser is one who feeds the crocodile, hoping it will eat him last.”
- Sir Winston Churchill
OUR FINANCE WORLD
Credit availability is shrinking
Not good for all manner of businesses.
Some PE portfolio companies got PPP
As investors found workarounds.
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» TLV: Best Crisis Ever!
- July
- 03
- 2020
The Leyendecker View: July 3, 2020
“Where liberty dwells, there is my country.”
- Benjamin Franklin
ENJOY YOUR 4th OF JULY
The USA actually declared independence on July 2nd.
July 4th is when the official “Declaration of Independence” was published in newspapers.
The country’s population at the time was estimated to be 2.5 million people.
There is something written on the back of the Declaration of Independence.
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» The Leyendecker View: IRS Sends $1.4B to Dead People
- June
- 26
- 2020
The Leyendecker View: June 26, 2020
“Life is part what you make out of it and part what it makes out of you.
Free will and chance don’t often share the same agenda.”
- Doug Leyendecker
SOME GOOD NEWS
Tiny forests are growing all around Europe
Inspired by Japan, to help restore biodiversity.
A 2,100-acre ranch for teachers
Mysterious funder trying to reshape America’s school system.
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» The Leyendecker View: Is ESG a Marketing Ploy?
- June
- 19
- 2020
The Leyendecker View: June 19, 2020
“Every father should remember one day his son will
follow his example, not his advice.”
- Charles Kettering
SOME GOOD NEWS
Highly effective lung cancer treatment
May be just around the corner.
Spot the robot dog is finally for sale
He’ll only set you back $74,500.
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» The Leyendecker View: Are PE Investors “Free Market”?
- June
- 12
- 2020
The Leyendecker View: June 12, 2020
“All seemed lost in the American Revolutionary war, until it wasn’t.
All seemed lost in the American Civil War, until it wasn’t.
All seemed lost at Pearl Harbor, until it wasn’t.
Fear not, America will rise from these difficult times a greater nation.”
- Anonymous
SOME GOOD NEWS
Did you find the $1MM treasure
Hidden away in the Rocky Mountains for a decade?
Historic agreement to help pollinator sustainability
Energy and transportation companies collaborate to provide butterfly habitats.
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» The Leyendecker View: Options for the Next Stimulus Bill
- June
- 05
- 2020
The Leyendecker View: June 5, 2020
“May your choices reflect your hopes, not your fears.”
- Nelson Mandela
SOME GOOD NEWS
15-year-old girl bikes injured dad across India
Wowsville! Humanity can be amazing.
Lockdown shoppers are eating healthier
So suggests survey of 11 countries and 11,000 shoppers
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» The Leyendecker View: The Hottest IPOs
- May
- 29
- 2020
The Leyendecker View: May 29, 2020
“What seems to us as bitter trials are often blessings in disguise.”
- Oscar Wilde
SOME GOOD NEWS
Economist Paul Krugman upbeat on economy
Let’s hope he’s right.
Improve your mental performance
By eating ice cream for breakfast.
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» The Leyendecker View: A $2T Stimulus Not From the Government
- May
- 22
- 2020
The Leyendecker View: May 22, 2020
“Those who would give up essential liberty to purchase a little temporary safety
deserve neither liberty nor safety.”
- Benjamin Franklin
SOME GOOD NEWS
100 year old is knighted
For his $40 million fundraise for UK doctors and nurses.
Animals that have staged a comeback
Blue whales, bees, and wolves are back from the brink.
Read More »