The Leyendecker View: The Top 10 Stocks of the Last Decade«Back


Interested in receiving our newslettersClick here to sign up.

 
The Leyendecker View: January 31, 2020


A.I. is like teenage sex. Everyone says they’re doing it,
and nobody really knows what it is.”
- Frida Polli, cofounder and CEO of Pymetrics


THE VIEW FROM OUR SERVICE MARKETS

Banking


Leveraged-loan downgrades growing
Remember Humpty Dumpty?
 
Robots taking over banking
Coming to a job near you.

New online bank rewards good behavior
With higher rates on savings.
 
Investing
 
The top 10 stocks of the last decade
Anyone “smart” enough to pick these?
 
Ultrafast trading costs stock investors
To the tune of about $5B a year.
 
Wealth management in 2030
How McKinsey sees it.
 
Alternative Assets
 
Private equity in the 2010s
In the limelight but not always good.
 
Venture capital in the 2010s
More limelight but of a different hue.
 
Hedge funds in the 2010s
The lost decade.
 
The C-Suite
 
The mindsets and practices of excellent CEOs
McKinsey’s guide to emulating the best.
 
Want a better decision?
Then plan a better meeting.
 
Bridging the gap between human and artificial intelligence
It can’t just be about computers.
 
THE BROADER VIEW
 
Economy
 
US innovation and productivity set for a comeback
So says a Vanguard economist.
 
Wages rising faster for the rank and file
Could wage stagnation be coming to an end?
 
Where did economists go wrong?
They’ve gotten little right since the Great Recession.
 
The American Experience
 
US cities mired in debt
Taxpayers be warned.
 
How did college costs go through the roof?
It didn’t just happen.
 
US cities with the most homeless
Texas cities absent from the top 10.
 
The Tech World
 
The next venture capital gold rush
What is cultivated data?
 
Burger-flipping robot
How long before it takes over fast food?
 
$5.3B in enterprise value in 7 years
For a financial “plumbing” company?
 
The War on Carbon
 
2019 renewables investment hits record
$55.5B for the year in the US.
 
Bacteria engineered to eat CO2
Maybe necessity really is the mother of invention.
 
CalSTRS rejects fossil fuel divestment
Citing potential negative effect on each teacher’s pension fund.
 
Global
 
2019 Global Corruption Index
Which countries can we really trust?
 
Davos 2020
The biggest takeaways.
 
The UK after Brexit
Time to knock out some new trade deals.
 
THE DEEPER VIEW
 
A Better You
 
Why we fell in love with baby Yoda
Because he makes us better.
                          
Stronger for longer
How top performers thrive during downturns.
 
The path to a better you
Just get 1% better every day.
 
For Deep Thinkers
 
Why you have no time
Three theories on why leisure seems to have disappeared.
 
The malfunctioning American economy
Thoughts on why we’re struggling to be great again.
 
Atheism is inconsistent with the scientific method
Science supports God.
 
THE FUN VIEW
 
How about a 4-minute mindcation?
From the mind of Carl Sagan.
 
The great black-eyed pea hoax
Did you get your New Year’s lucky on?
 
How writing began
A 39-minute video worth your down-time.
 
IN CASE YOU MISSED IT
 
Leyendecker on Careers: Good Riddance, Move Fast and Break Things
January 17, 2020
 
Happy New Year & New Decade from L&A
December 31, 2019
 
 

  •  
    • LEAVE YOUR COMMENT BELOW
    • Name:
    • Email:
    • URL:
    • Comments:
    •