TLV Industry: Are China and the U.S. Unconsciously Uncoupling?«Back


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TLV Industry: August 16, 2019


The only man who never makes mistakes is the man who never does anything.”
- Theodore Roosevelt
 

NEWS FROM OUR WORLD

Economy


Foreign purchases of U.S. homes down 36%
Maybe the urban middle class will find houses more affordable.
 
American pride hits new low
Especially amongst Democrats.

Rent becoming unaffordable for many in the U.S.
Tough times for most service workers.
 
GLOBAL
 
China and the U.S. uncoupling?
Some Chinese economists think so.
 
Man vs. the machine
How automation is cutting into labor’s share of economic output.
 
The easy climate fix
Just plant more trees.
 
BANKING
 
Small banks can’t beat private equity
But now they can invest in it.
 
Marijuana investment banking
Imagine their closing “dinners.”
 
Libra under attack
Facebook’s currency uncomfortable for central banks.
 
INVESTING
 
In times of uncertainty, investors have historically bought gold
But not today.
 
McKinsey has a hedge fund
Conflicts of interest, bad investments?
 
Buyback momentum grows
What to do when swimming in cash and cheap credit.
                            
ALTERNATIVE ASSETS
 
Private equity has a record amount of dry powder
But they are doing fewer deals.
 
Venture capital reaches dot.com era level
And what came after that last record of investing?
 
What’s happening to the Harvard men?
Are all the arbitrage opportunities gone in hedge fund land?
 
THE C-SUITE
 
PE portfolio CFOs not happy with investors
An interesting survey.
 
The secret ingredient to doing big deals
Achieving organizational health.
 
Ask better questions!
And your team will increase productivity.
 
JUST FOR FUN
 
The invention of paper money
It was back in Marco Polo’s day.
 
Your brain is not a computer, and computers can’t replicate it
Is there really AI, or just more information processing?
 
The benefits of doing nothing
Oh yeah, baby, count us in!
 
IN CASE YOU MISSED IT
 
TLV Careers: Go Ahead, Gossip a Little
August 2, 2019
 
The Leyendecker View: To the Moon and Back
A celebration of the 50thanniversary of the lunar landing
 
 
 

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