Technology
In today’s episode of Reformed Millennials, they guys recap the week in the news. As we eclipse the 2-month duration of the pandemic, the news has not slowed down. The topics range from Jay Powel’s interview on 60 minutes to Trump’s 120 tweets per day down to the most important tech trends stemming from the Softbank annual performance report andBen Evans weekly newsletter. https://www.ben-evans.com/benedictevans/2020/5/4/covid-and-cascading-collapsesTrump has gone fully into blaming Obama to scar Joe Biden. #ObamagateWhen asked what it is: He failed to make any sense at all. Like always.Trump has also done more work saving the energy industry than the whole 30 million dollar Alberta Energy Taskforce…Links that don’t suck:Value looks cheap on a relative basis, but doesn’t scream totally cheap on an absolute basis.By Wesley GrayWhat’s the bull case here for stocks? By Daniel McMurtrieThe real difference between value and growth investors lies not in whether they care about value, but where they believe the investing payoff is greaterBy Aswath Damodaran People suffering from sudden, unexpected catastrophe are likely to adopt views they previously thought unthinkable.By Morgan HouselIt’s a crisis and we’re all just trying our bestBy Myles UdlandWhat if we get a Covid-19 vaccine and half the country refuses to take it?By Kevin RooseOnward to GreatnessBy Dasarte YarnwayIf you bought the Dow on a random day, what is the probability of being down 10% in the future? What about being down 20%? What about 30%?By Nick MaggiulliYoung Bulls and Old BearsLatest Thing to Vanish From Store Shelves: The Golf PushcartHiking to the Bottom of the Grand Canyon Is the Trip of a LifetimeFree Porsche Museum entry and virtual tours on Instagram - FerdinandAn Inflection Point For Both Stocks And Bonds10 Good Movies You Can Stream Right Now Get on the email list at reformedmillennials.substack.com