Something Good for the Month

June 2024

Read. Reflect. Re-energize.

UBS | Value Investing in an Uncertain World

This special fireside chat on the outlook for the world, economy, and value investing with Bill Ackman, Founder and CEO of Pershing Square Capital Management, and Ryan Israel, Chief Investment Officer at Pershing Square Capital Management, filmed during the recent Berkshire Hathaway pilgrimage in Omaha, NE, is truly excellent.

Dartmouth | Dartmouth 2024 Commencement Address by Roger Federer

The tennis champion says “effortless” is a myth.

Bloomberg | If You Think World War III Is Unimaginable, Read This

“Novelists and filmmakers have long developed alternative histories of major conflicts that should serve as warnings for complacent Americans.”

Adam Taggart | Thoughtful Money | Doomberg: These “Big” Energy Solutions Will Power Tomorrow’s Economy

Doomberg recently joined another mate, Adam Taggart on the Thoughtful Money podcast and what followed (as is always the case with the Green Chicken) was a masterclass in the energy market of today, the likely energy market of tomorrow, how it all impacts the economy and the policy madness we’ll likely have to endure before we get anywhere close to common sense energy policy.

Visual Capitalist | Charted: The Death of Cash Transactions Around the World

“As credit cards and digital wallets (e.g. Apple Pay, Paytm, Alipay) see increasing adoption around the world, the share of cash being used in transactions is plummeting. The chart above looks at cash as a share of transaction value in selected countries at three time periods (2019, 2023, and 2027P). Highlighted in red is cash’s projected drop from 2019 to 2027. This data showing the death of cash comes from WorldPay’s Global Payments Report 2024.”

The Epoch Times | Storm Pilot Photographer Captures Breathtaking Images of the Most Intense of Storms From 40,000 Feet

“From 40,000 feet high, storm pilot photographer Santiago Borja captures a series of breathtaking images of the most intense of storms. A former software systems engineer, Mr. Borja is from Ecuador and flies a Boeing 767 for a major airline in the region. Before becoming a storm photographer, Mr. Borja was interested in photography as a hobby and used an old film camera—which he inherited from his father—before moving to a digital SLR.”

BluesRock | Chris Cornell performing a cover of Michael Jackson’s Billie Jean LIVE

It’s been 7 years since the passing of legendary vocalist Chris Cornell. He was the vocalist for Audioslave, Soundgarden, and Temple of The Dog during his music career. He inspired so many musicians for their dreams and contributed a lot to rock music. In memory of Chris Cornell, here is a live performance of him covering Billie Jean.

Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.

The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.

The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.

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