I love Thanksgiving for a number of reasons, the two biggest of which are 1) pie and 2) the explicit focus on gratitude. This year, I’ve been especially fortunate. As
Usually, when things break after 9 a.m., I pretend, for the purposes of this newsletter, that they didn’t happen until the next day. I’m not a breaking-news service. I’m just
The thing about J.P. Morgan is that you can draw overbroad conclusions after just 24 hours. The deals have been announced. Bellwether companies have provided a baseline. Attendees are not