May 31, 2024
By Steve Blumenthal
“Do I think that rates can go up a little bit? Yes I do. And if they do is the world prepared for it? Not really.”
– Jamie Dimon, CEO, JPMorgan Chase
A seemingly endless amount of research crosses my desk each week. Most of it is nonsense. My head clicks, “Doesn’t matter, doesn’t matter… and then something important sticks out that “matters.” Internally, we spend a lot of money on independent research. If you’ve been reading OMR long enough, you are familiar with Ned Davis Research and Zulauf Consulting—two research firms I personally favor. Yet our research goes deeper: hedge fund managers, private equity, and venture capital relationships. And, of course, you and I have access to some of the great investment minds via the internet. It is a continuous flow of investment-related information; frankly, it intoxicates me….
