Eoin Treacy's view

Jim Simons: Life Lessons from the ‘World’s Smartest Billionaire'

Baillie Gifford: A View from the Midst of the Pandemic The Next 10 Years

Riverfront Investment Group: US Election Insights With Dan Clifton. Here is a section:

Polls alone are not sufficient in close races. This is why we use financial market indicators to supplement polling data. On Election Day 2016, Strategas had a 43 percent probability that Donald Trump would win. The betting odds were less than 20 percent. Stocks were telling us that Trump had a better shot to win than the consensus thought at the time. The S&P500 was down nearly two percent in the final three months of the election, a sign that the opposition party was likely to win. But more importantly we were seeing significant rallied in final and energy stocks. If you thought Hillary Clinton was going to win in 2016 would be purchasing banks and frackers? Probably not.

On Behalf Of Environmentalists, I Apologize For The Climate Scare

China’s Overseas United Front Work Background and Implications for the United States

How conspiracy theories emerge—and how their storylines fall apart

NYT: How the Virus Won

Goldman Sachs: Modeling S&P 500 Returns using Investment Flows and Liquidity Data

Quote of the week - “Two types of people laugh at the law: those that break it and those that make it.”

― Terry Pratchett, Night Watch