Happy St Patrick's Day! Slainte!

Choose to add value today. Choose to be positive today. Choose to be a good teammate today. Choose to be a good leader today. Choose to trust today. Choose to get better today. Choose how you show up.

Flying under many radar screens this morning: The second US threat of "secondary tariffs" in the last week. Such tariffs can notably amplify the impact of primary sanctions and, as such, can be impactful in both depth and breadth. The threat is against importers of Russian oil,

Lisa Abramowicz L is for Lower. Lower demand Lower investment Lower growth Lower and worse equilibrium worldwide

You can bring stress, negativity, drama and frustration to those around you. Or you can bring peace, encouragement, belief and purpose to those around you. It’s your choice. Own your mindset. Own your energy. Own your impact.

linkedin.com/posts/verger-c…

A culture of high standards that is driven by fear will drive performance for the short term. A culture of high standards rooted in connection and shared purpose will drive performance for the long term. Leaders set the tone.

"There is no asset so good that it can't become overpriced and dangerous, and very few assets so bad that if it's cheap enough, it can't be a good idea." - Howard Marks (EP.439) With thanks to WCM Investment Management and iConnections.

We came into the year with US stocks as one of the most expensive ever. The USD was expensive on PPP. Risky bonds like 10/30 US gov, as well as corporate and junk bonds, had little yield spread vs. Treasuries. Foreign stocks were much cheaper. Fast forward a few months or

If you want your team to be positive, resilient, committed, mentally tough, humble, connected, are you putting them in situations where that is demanded of and trained in them? Don’t hope for a great team, develop one. Growth doesn’t happen on accident. Lead on purpose.

Great stuff by the great Andy Kessler Solid economics and a wonderful use of the best theme song ever. wsj.com/opinion/trumps…

I'm often intrigued by questions from strangers. Yesterday on the train, for example, someone recognized me as "that economist" and asked why "America, as the most powerful economy, doesn't run balanced trade or surpluses with all other countries?" "Good question," I replied,

Above average outcomes require above average commitment. Do the work.

Congrats to KD on the being the recipient of this year's Wake Forest Student Impact Ed Christman Award 👏

Congrats Kevin Dunn!! 🎩🏀

Your vision for tomorrow will only come to life if you do the work today. Pursue progress. Do the work. 🪵🪓

Plans change. Obstacles appear. Adversity hits. Disappointments occur. Life happens. Leaders must continue to show up, be consistent, and be optimistic. Leaders lead.

My immediate reactions to the just released US economic data: Retail sales and jobless claims are consistent with the “hard data’s” continued defiance of very weak “soft data,” and The drop in the purchasing price index in April will come as a relief to those worried about

What it's really all about 🎓👏

This camp made me want to be a part of Wake Forest Men's Basketball — me and Jim Dunn were camp champs back in 2010. Could be a big recruiting weekend Steve Forbes