The Most Competitive Game

Here are some of the best articles and books I’ve been reading lately. Enjoy! Recession: medicine that’s worse than the disease, Claudia Sahm (Stay-At-Home Macro) “What’s my opinion? The Phillips Curve is the wrong model. It’s not stable enough for high-stakes policy advice. It is not even clear it exists. And it is especially the […]

With the new year upon us, I wanted to take the chance to jumpstart one of my resolutions – regularly posting and updating the blog. When I first created TMCG in my third year of college, the blog served as a place for me to curate my growing knowledge of markets and investing. I am […]

It’s been an incredible final year at the University of Louisville. Throughout the Fall 2020 semester and a portion of the Spring 2021 semester, I spent my time studying for the February 2021 Level I Exam of the CFA Institute’s Chartered Financial Analyst (CFA) Program. While only piece of the bigger picture, I’m proud to […]

Despite a decade and more since the financial crisis of 2008, the crisis era policies of those times are still with us—and continuing to expand. In October 2019, the Federal Reserve announced it would begin purchasing $60 billion worth of Treasury bills each month in order to further control its benchmark interest rate. While the […]

Over the past two months, I’ve had the privilege of working with a group of guys on an equity research report covering the Ford Motor Company. After weeks of analysis and writing, we concluded our report last night. I’ll also upload our presentation slides once those are completed and the competition is over. Click here […]

Recycling Rethink: What to Do With Trash Now That China Won’t Take It (Wall Street Journal) Bull Markets Last Much Longer Than You Think (A Wealth of Common Sense) Analyst Jobs Vanish as a Perfect Storm Crashes Into Research (Bloomberg Economics) Market Risk & The All-Terrain Portfolio (Contrarian Edge) What Is the Fed’s Plan to […]

What’s up, folks! After taking a few weeks off to work on a philanthropy event called Spin for Steven, I’m excited to be back to update the blog and add some new content. In addition to regular reading recommendations, I plan to start the podcast for TMCG and also write a few equity research reports. […]

I saw this chart several months ago. It shows price changes over a 20-year period in various US Consumer Goods & Services, as well as the growth in Wages during that same time period. I can’t really put many of my observations into solid paragraphs, so I’ve listed a few bullet points of my thoughts […]

What’s up, folks. Exciting news for the blog before we get into regular business. Beginning next week, The Most Competitive Game will launch podcast episodes that correspond with weekly readings and a new flavor of blog posts where I dig into a company and provide my own research report. It should be similar to Seeking […]