Wednesday Reading List


Thoughts on Our Team’s 2021 Investment Outlook – Our 2021 investment outlook is an in-depth look at investment themes that will matter this year and how to position your portfolio well to take advantage.

Making Millions from GameStop – The Ringer wrote a great piece about the GameStop short squeeze that featured me explaining illegal naked short selling.


China’s stock market is the top performing market this year, and its economy is poised for strong growth. What could go wrong?

Year of the Ox: Bullish for China? by Jeffrey Kleintop


Proud of our team’s recognition.

Heritage Financial Services Receives Forbes’ Best-In-State Recognition by Heritage Financial


The Department of Homeland Security looks to combat new threats.

The agency founded because of 9/11 is shifting to face the threat of domestic terrorism by Nick Miroff


Bill Gates has a short book out called How to Avoid a Climate Disaster.

My new climate book is finally here by Bill Gates

See Also: The Weekly Planet: The Big Idea From Bill Gates’s New Climate Book by Robinson Meyer


Barron’s takes a look at the most sustainable companies.

Here Are the 100 Most Sustainable Companies Right Now by Leslie Norton


“America’s first female private detective partied with secessionists to uncover plots.”

The woman who helped protect Lincoln from the men who tried to kill him in 1861 by Petula Dvorak


Book Recommendation

Richard Nixon: The Life by John A. Farrell – I’ve read some terrible presidential biographies. This one about Nixon is not one of those. It’s a great look at a fascinating historical figure.