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I'm not financially literate enough to trust my own analysis of the numbers. Ideally I'd like commentary from someone like Bloomberg's Matt Levine, a genuine ex
by simonw 1mo ago
I'm not financially literate enough to trust my own analysis of the numbers. Ideally I'd like commentary from someone like Bloomberg's Matt Levine, a genuine expert in financial matters who is also extremely good at explaining them in terms non-finance-professionals like me can understand.
- dgellow 1mo agoFair, if you’re looking for reliable financial commentary Matt Levine is indeed the goat. Zitron is more like an old school blogger, with a very aggressive and corrosive style. My approach for internal documents leaked by Zitron is just to wait to see if Bloomberg picks up on the info or not.
- jdgoesmarching 1mo agoI didn’t even see the OP comment as a criticism of his analyses, just that he likes to do this rhetorical trick of dropping in numbers that are, at best, tangential to his point to prop up the argument’s credibility. Sometimes he does this in the middle of a real financial analysis which is even more maddening and confusing.
- iamacyborg 1mo agoJohn Authers newsletter is also well worth subscribing to on Bloomberg (it’s free).