10 Comments
May 19, 2023Liked by Rudy Havenstein

Sad news about Zell’s passing. Another source of wisdom denied.

I laughed at the obituary - my father only recently hoped that he’d survive long enough to know that Trump doesn’t regain office (he’s an old school republican). I think he’ll survive alright, but I’m not sure Trump won’t be back. Also not sure Biden is the better choice. Are we living in Jean Paul Sartre’s No Exit?

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May 19, 2023Liked by Rudy Havenstein

Thank you for the Sam stories. I miss him already.

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Janet Yellen was unavailable for the Peach vid.

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Loved the Sam Zell recap. His book “Am I Being Too Subtle?” is a classic. Too many PC, whitewashed corporate types and too few like Sam. RIP

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What the Fed is doing in the TIPS market is ridiculous but what’s sad is that the five year tips are still the best idea I can come up with for the long end of my bond ladder. I’m fortunate to have only ~10% of my portfolio in fixed income.

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Sam Zell, rest in peace. Eternal Father please accept the soul of this good man into your keeping. Amen.

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