Capital Musings
  • 2020 Year in Review
  • Introduction
  • Outlook going into 2021
  • Preppies in 2020
  • Industry
  • What to read and watch
  • Culinary school for the autodidact
  • How to produce a video
  • Further reading
  • PDF version
Substack
CAPITAL MUSINGS
Capital Musings
  • 2020 Year in Review
  • Introduction
  • Outlook going into 2021
  • Preppies in 2020
  • Industry
  • What to read and watch
  • Culinary school for the autodidact
  • How to produce a video
  • Further reading
  • PDF version
Substack
Introduction
A look back at 2020.
A. Outlook going into 2021
Thoughts on travel, restaurants, cinemas, cities, macro, and social/political risk going into 2021.
B. Preppies in 2020
Barneys, Brooks Brothers, Bergdorf’s—going the way of Bonwit Teller? In light of these bankruptcies, a reflection on the state of apparel industry in 2020.
C. Industry
An analysis of the HBO/BBC pilot about investment banking.
D. What to read and watch
Recommendations from 2020.
E. Culinary school for the autodidact
What I learned this year, Part I
F. How to produce a video
What I learned this year, Part II
G. Further reading
Non-COVID articles worth checking out from earlier this year.
PDF version
A print-friendly compilation of the pieces linked above.
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