This week’s highlights: Audience capture, Cycles in Emerging Markets, and the New JCrew
Happy Friday everyone – hope you have had a nice week.
Food for Thought
- Prism – The Perils of Audience Capture. How influencers become brainwashed by their audiences
- Comment – The Freedom Of Friendship. How to avoid the perils of friendliness.
- VanityFair – Lewis Hamilton: The F1 Superstar on Racism, His Future, and the Shocker That Cost Him a Championship
- CB – How to Live Simply and Quietly in Big, Noisy Cities. You don’t have to leave the bright lights to reap the benefits of simple living if you don’t want to
- NYT – Paranoia and Pastels at Bama Rush. Fears about TikTok and rumors of a secret documentary swirl around sorority rush week at the University of Alabama.
Business and Markets
- Verdad – Emerging Market Cycles. MSCI EM has produced similar returns to US small value stocks during recoveries, while EM small value stocks have been the top performers in the pack.
- Stratechery – Instagram, TikTok, and the Three Trends
- II – Is Private Credit a Bubble, or Just a Little Frothy? The asset class has exploded in popularity over the past two decades — but that doesn’t mean it’s about to blow up, argues our columnist.
- AQR – Value Spreads Are Back to Tech Bubble Highs: Is Everyone Out There Cray-Cray?
- Wired – The Big Business of Burying Carbon
Science, Technology, and Culture
- GQ – The New JCrew. At its peak, J.Crew might have been the most important menswear retailer in America. Then it went bankrupt and tasked downtown New York designer Brendon Babenzien with bringing it back. In a world that’s gone crazy for streetwear and high fashion, can he make oxford shirts and khaki pants cool again?
- WSJ – A Secret to Lululemon’s Success? Men Who Are Obsessed With Its Pants. Not since non-iron dress shirts have men rallied around a clothing item meant to cut corners. Inside Lululemon’s menswear revolution.
- NicoR – First Drive of a 2,000HP Hypercar. Meet the fastest production car on the market.
- NYP – Malcolm Gladwell slams working from home: ‘What have you reduced your life to?’
- BigThink – The value of owning more books than you can read – Credit GR
- Does how you handle your wealth actually align with what you care most about in the world?
- Do you feel like you are pro-active and intentional with your financial affairs or entirely reactive to a busy world?
Growing financial wealth is a natural occurrence on the path to success. While this should make life easier, that is not always the case. With greater wealth, comes great opportunity and an overwhelming number of choices to make.
When Anything is Possible is the guidebook about how to engage strategically with wealth. It will help you change your wealth from something overwhelming and all-consuming towards a resource to be deployed to help you positively impact the things that you value most.
If you are interested in learning more, visit here and download a free chapter.