Archive - The Learner's Mind by MO

Weekly Good Reads: Now is Time to Focus on the Macro

Stagflation Risks, Stocks Rally, How Not to Invest, International Dollars, AI Misbehaving, and in Romance, Ikigai

13 hrs ago

Weekly Good Reads: The Big Wait—Fed and the Market

FOMC, Net Portfolio Outflows, Bond ETF, Best Investors, Prediction Market, Future of Work

Jun 22

Weekly Good Reads: Dollar Weakness and Oil Surge While Central Banks React Slowly

US Dollar vs Bond Yield Diversion, Geopolitics Uncertainty on Oil, Gold, Hosts Who Don’t Cook, Vibe-Coding, ChatGPT Mobile

Jun 14

Weekly Good Reads: 5-1-1

US Jobs, Mag 7 EPS, Largest Startups, Private Credit Risks, Mary Meeker's AI Report, GDP Growth and Stock Returns Correlation

Jun 8

Weekly Good Reads: 5-1-1

Core PCE Inflation, EPS Estimates, Public Debt, Trade Threats, Stablecoins, Luxury Brands, Human-AI Agents

Jun 1

May 2025

Weekly Good Reads: 5-1-1

Tax Bills, Fiscal Concerns and Long Bond Yield, EU-US Tariffs, Gold, TIPs, Great Thinkers

May 25

Weekly Good Reads: 5-1-1

Moody's US Downgrade, Tariffs, Q1 Profit Guidance Momentum, Power of Habits, Industrial Policy, AI Engineers

May 18

Lead with Love, Build with Care: What Every Founder Can Learn from Jonathan Ive

Why Love and Care Are the Ultimate Competitive Advantages for Founders

May 13 •

Marianne O, CFA

Weekly Good Reads: 5-1-1

FOMC, Trade Talks/Deals, $ vs. Asian Currencies, Tariff Buying Guide, Longevity Economy, International Investment Position

May 11

Weekly Good Reads: 5-1-1

Jobs, Tariff Distortion, Warren Buffett's Announcement, GDP Accounting, US Dollar and Portfolio, Mental Health

May 4

April 2025

Weekly Good Reads: 5-1-1

Trump's 100 Days, "Sell American" Trade, IMF Economic Outlook, Gold and Financial Stocks, How Trade Talks Work, AI Video Generation

Apr 27

Weekly Good Reads: 5-1-1

Hard vs Soft Data, Fed Powell’s Job, Treasury Term Premium, How Not to Invest, Bear Market

Apr 20

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