Monthly Archive: August 2018

Payday Links – August 31

Inside Danny Meyer’s Lonely War on Tips – WSJ  – Seems like Meyer’s effort is going nowhere; the traditional dining model may be around for a while America Has Fallen Out of Love With the Sedan – WSJ  – Gas prices can create some pivots, but longer-term the sedan appears to be fading in relevance At Hedge Funds, Where Are the Women?...

The yield curve and forward 3 year returns

Current levels of the 10 year to 2 year spread of the yield curve are associated with poor 3 year equity returns when considering data from 1990-present.

The Soviet War Machine in World War 2

The Soviets produced better equipment in greater numbers than Germany during WW2. We correct the myths of the Eastern Front by comparing economic output.