Economics at Large
The Funny Things That Happened on the Way to the Nice Fixed Income Return: Lifecore (LFCR)
Lifecore Biomedical to be Acquired by Webster Equity Partners
Jeffrey Bronchick, CFA
September 29, 2026
Lifecore Biomedical to be Acquired by Webster Equity Partners
Why AI Will Accelerate Health Care Inflation
There is no doubt, in my mind, that the SEC is a political animal, no different that any government agency. Any cursory look at history
Among other random thoughts during the day in the office, one thinks about purpose, focus and motivation. And in case one’s mind wonders, a snippet
AI is new and interesting and thus it pays to skim widely to tentatively take at least mental positions on where it may or may
Dan and Verdad do a great job with data annunciating what I say in 2500 non-AI words. This “relative” problem started mid-May. “Companies with lottery-ticket,
I will admit to a little Scott Bessent man-crush from a purely intellectual standpoint. But I find this press release from the Treasury perturbing. Simply
Yes, this is what happens when you are stuck at airports. A few thousand years ago, this writer and portfolio manager had hair and wrote
A few thousand years ago, we were the largest shareholder in Tripos, an early attempt at pre-AI drug discovery tooling. We made a lot of
You are welcome. I just saved you from having to read Meltzer’s 3-volume set: The History of the Federal Reserve, which I am sure is
These two commentators – Nell Minow and Aswath Damodaran – sum up the topic as well as any. CSC says the following: It is interesting
Twenty Investment Lessons of 2008 – I think this was culled from a Seth Klarman Interview Things that have never happened before are bound to