Sources

This is our collection of good investment sources

Company specific sources

Meta Platforms:Sources

Spotify:Sources

Deutsche Wohnen:Sources

Asset Managers

Ed Yardeni
Jeffrey Gundlach
Bob Prince
Felix Zulauf
Ted Oakley
RV Capital
Eyb von Wallwitz
Khadjavi Capital Partners

Institutions


Name	Description
Brookings Institute	High quality panel discussions on a wide range of topics

Economists

Danielle DiMartino Booth

https://twitter.com/DiMartinoBooth

https://quillintelligence.com/

Critique: Can be over-dramatic. Example: In this video^[1] Min 3:10 she refers to Facebook as an indication of companies laying people off and states that Facebook is cutting it's whole middle manager layer. That information is not correct. Facebook is making some cuts to it's middle manager layer and it is a special case as it grew for 18 years unchecked which created inefficiencies in the company. I don't believe that more efficiency in some exuberant tech firms is reflective of broader trends in the economy and therefore think that example is badly chosen.

Jim Bianco

https://twitter.com/biancoresearch

https://www.biancoresearch.com/visitor-home/

David Ronsenberg

https://twitter.com/EconguyRosie

https://www.rosenbergresearch.com/david-rosenberg/

Eric Basmajian

https://twitter.com/EPBResearch

https://epbresearch.com/

Mohamed A. El-Erian

https://twitter.com/elerianm

https://www.bloomberg.com/opinion/authors/ABsGWFJr5sA/mohamed-a-elerian?utm_medium=cpc_search&utm_campaign=NB_ENG_DSAXX_DSAXXXXXXXXXX_EVG_XXXX_XXX_Y0469_EN_EN_X_BLOM_GO_SE_XXX_XXXXXXXXXX&gclid=CjwKCAiA0JKfBhBIEiwAPhZXDxS61lkjmF2lSGwi6eEasYsQ7gxjdGwXBNHgmSjsrELYnS0nqbsXSRoCBt4QAvD_BwE&gclsrc=aw.ds