Investing - Super Cities

Economics

Super Cities №276—When Markets Stop Caring

The stock market is not the economy, but the warning lights are flashing red.

Investing

Super Cities №269—How One Giant Investor Describes WeWork

The disgust oozes off the page, doesn't it? I love it.

Geopolitics

Super Cities №239—The Market for Presidential Volatility

Markets hate unpredictable volatility. Donald J. Trump is extremely volatile. By the laws deductive reasoning, markets hate, well, you get the point.

Investing

Super Cities №201—When To Be Greedy

Warren Buffet's favorite line is: "Be fearful when others are greedy and greedy when others are fearful."

Investing

Super Cities №196 — Why Price Matters

Warren Buffet is frustrated. He wants to make an "elephant-sized" investment, but for the notoriously frugal investor, stocks are priced too high to justify it.

Mental Models

Super Cities №195 — How One Billionaire Makes Decisions

Innovation has one key thing in common with investing: the winners make smart, non-consensus bets.

Investing

Super Cities №163 — In 2019, Yourself and Your Tribe

The best advice I have ever received is so simple it is silly: invest in yourself.

Economics

Super Cities №101 - Dear Brother, 9 Thoughts on Wealth Creation

there is incredible power in the idea of “ownership” — stocks, buildings, companies, etc. we cannot create wealth when our money is linked to hours worked.

Investing

Super Cities №91 - How To Raise Cash Money … or Not

In the world of silly apps and man-boy hoodies, fundraising has become a badge of honor.

Finance

Super Cities №85 — Goldman’s 10x Power Play

In 1869, a guy named Marcus opened a small business to purchase promissory notes in New York City. More than a decade later, Marcus recruited his son, Henry, and his son-in-law, Samuel Sachs. They formed Goldman Sachs.

Business

Super Cities №79—The Week Ahead: “Asian Davos”

On Tuesday, Chinese President Xi will further outline his economic vision at the Boao Forum, Asia’s answer to Davos. As the newly-anointed President for Life, Xi’s speech will cover a set of issues that have global implications.

History

Super Cities №36 — Global Infrastructure 2040 (Yikes)

The central tragedy of infrastructure is that when deep public-private investment is most needed, global governance — the lead element historically — is in ruins.

Climate Change

Super Cities №35 — With Clean Energy, Follow The Money

With assets over $1 trillion, Norway will stop investing in international petroleum companies

Bitcoin

Super Cities №34 — Dumb Money

Last week, the price of bitcoin increased 40% over 40-hours. With that surge, bitcoin is up 1560% on the year.

Innovation

Super Cities №25 — Growth Guerrillas

Benchmark invested $27 million in Uber. Its stake is now worth $8 billion.

Energy

Super Cities №19 — Saudi Arabia, Where Markets Meet Geopolitics

As Crown Prince Mohammed bin Salman pushes his political and economic vision, some markets will open up (e.g., renewables) and other markets will consolidate.