The best way to run a bank. May 10, 2024
Description
– Rates on hold… for now
– The folly of GDP
– Bank profits fall...
– …But buybacks and dividends keep investors happy
– The best way to run a bank
– Company culture? Try shareholder culture
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– What’s happening with GameStop 2.0
– I’ve done the PE… what next?
– How does productivity impact investing?
– How much is enough?
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Published 05/18/24
Budgets are political as well as economic documents. But thinking about the basis for some of the decisions is a worthwhile way to illustrate some key economic and financial concepts.
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Published 05/17/24