The Leyendecker View Blog
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» The Leyendecker View: A Billionaire’s Plan to Go Broke
- September
- 18
- 2020
The Leyendecker View: September 18, 2020
Don’t just aspire to make a living. Aspire to make a difference.
- Denzel Washington
OUR FINANCE WORLD
A billionaire’s plan to go broke
He organized, orchestrated and accomplished it.
Ray Dalio is having a very bad investing year
Maybe he needs to stop trying to be a Cassandra.
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» The Leyendecker View: Small Business Optimism Rebounds
- September
- 11
- 2020
The Leyendecker View: September 11, 2020
If we learn nothing else from this tragedy (9-11),
we learn that life is short and there is no time for hate.
- Sandy Dahl, wife of Flight 93 pilot Jason Dahl
OUR FINANCE WORLD
Apollo shows its market savvy
Jumping into PIPE deals during pandemic could pay off big.
Real estate PE funds flush with cash
Fed policy has dry powder everywhere, save for maybe small business lending.
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» They Leyendecker View: US Factories Are Churning Out Widgets
- September
- 04
- 2020
The Leyendecker View: September 4, 2020
The key to success can be described in just three words…
Always exceed expectations.
- Doug Leyendecker
OUR FINANCE WORLD
The Cryptoqueen
Vanishes with $4B.
Banks brimming with cash
But few places to put it.
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» The Leyendecker View: Unions Don't Support Green Energy Jobs
- August
- 28
- 2020
The Leyendecker View: August 28, 2020
Loyalty to country, ALWAYS.
Loyalty to government, when it deserves it.
- Mark Twain
OUR FINANCE WORLD
The CALPERS soap opera
Drama behind the abrupt exit of its CEO.
The illusory promise of stakeholder governance
From two Harvard Law professors.
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» The Leyendecker View: People Are Hurting, How Are You Helping?
- August
- 21
- 2020
The Leyendecker View: August 21, 2020
Both economic expansions and contractions have a
tendency to feed off themselves. The government stimulus
that used to reboot our economy now ultimately ends up in China.
- Doug Leyendecker
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: Climate Change Concerns Collapse
- August
- 14
- 2020
The Leyendecker View: August 14, 2020
Throw desire in the room with trial and error, and out comes progress.
- Doug Leyendecker
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: 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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