The Leyendecker View Newsletter

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Eating Crow

Welcome to This Week’s Leyendecker View Think of inspiration as a force not immune to the laws of entropy.– Rick Rubin THINKING OUT LOUD Eating Crow It’s always easiest to…

November 29, 2024

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May 27, 2022

IRR Is a Vanity Metric

May 27, 2022 We learn from history is that we do not learn from history. – Friedrich Hegel THOUGHTS FROM DOUG Let’s not forget: ALL inflation is transitory. The obvious…

May 20, 2022

The New King of Europe

May 20, 2022 A nickel ain’t worth a dime anymore.– Yogi Berra THOUGHTS FROM DOUG Given the recent stock market drubbing, will the Fed reverse course and move away from…

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