Jason R Reed IV

Wade Family Assoc. Teaching Professor and the Faculty Dir. of the NDIGI @ the University of Notre Dame

Adviser to ND Fed Reserve and Fiscal Policy Challenge

[ND Global Investing @nd_igi]

Another cohort of NDIGI’s The Business of Life class spent the day at Glenair with Peter Kaufman learning all about how to win in both business and life. Students were also privileged to spend time with legendary venture capitalist Jamie Montgomery.

[NCAA Soccer @NCAASoccer]

Schedules full Monday🍀

#MCollegeCup x @NDMenSoccer

[Jason R Reed IV @JasonRReedIV1]

@NCAASoccer @NDMenSoccer Let's reschedule, Bryan.....Take care of business on the pitch and then take care of business off the pitch.

Show them what it means to be a Notre Dame student athlete.

Good luck @bjddowd and @NDMenSoccer!

We're all behind you.

GO IRISH!!!!

[James Otteson @jroii]

Notre Dame business student spends summer teaching, volunteering at school for disabled in Uganda https://t.co/Bp0K6kIelt

[Jason R Reed IV @JasonRReedIV1]

A very interesting result from two excellent colleagues

[NBER @nberpubs]

Stock prices of banks with low branch density plummeted during the 2023 Banking Crisis as these banks experienced larger outflows of uninsured deposits, from Efraim Benmelech, Jun Yang, and Michal Zator https://t.co/kONjpSYILx

[NBER @nberpubs]

Stock prices of banks with low branch density plummeted during the 2023 Banking Crisis as these banks experienced larger outflows of uninsured deposits, from Efraim Benmelech, Jun Yang, and Michal Zator https://t.co/kONjpSYILx

[Notre Dame Economics @nd_econ]

Great story about former Econ major Jerry Castellini in today’s ⁦@WSJ⁩ Sneaking alcohol into football games is a venerable, if illicit, college tradition. In 1977, a group of Notre Dame students pulled together a keg, a rope and a plan. https://t.co/3j2rxKNF9d

[Yardeni Research @yardeni]

YARDENI RESEARCH QUICKTAKES (#stockmarket, May 2, 2022). While investors have been lowering the forward P/E of the S&P 500 since the start of this year, industry analysts have been raising their estimates for S&P 500 revenues per share and earnings per sh…https://t.co/TLHAs7OYCr

[ND Global Investing @nd_igi]

NDIGI is grateful to Shankh Mitra, CEO of Welltower, & Peter Kaufman, CEO of Glenair, for sharing their wisdom, insights & experience. They covered topics including capital allocation, corporate culture, ethics, game theory, time arbitrage & leading a balanced & successful life.

[Jason R Reed IV @JasonRReedIV1]

@NayutSitachitt This is exactly the thesis that one of my students has in our long-only, US equity, investing class https://t.co/RzEfxcYRtq. I'm going to pass this along. $FB is looking like it might be kicked out of the portfolio.

[Notre Dame Fencing @NDFencing]

Only two more days 'till NCAA's... but who's counting??

#GoIrish☘️

[Jason R Reed IV @JasonRReedIV1]

This was really fun. Thanks Up to Us Notre Dame

https://t.co/7NFFgRMk6Z

[Greg Ip @greg_ip]

If you care about inflation,this is a must read: @sinoceros explains how we get from 7.5% now to 2.5%-4% by December by analyzing the microeconomics of four key components: autos, rent, furniture and energy. https://t.co/i5d6JoYeo9 Graphics by Peter Santilli.

[ND Global Investing @nd_igi]

Yesterday marked the beginning of the second iteration of NDIGI's The Business of Life with Glenair Chairman & CEO Peter Kaufman. We are so grateful for Peter's time, talent, and generosity and are looking forward to another fantastic installment of The Business of Life!

[Jason R Reed IV @JasonRReedIV1]

@jenniferdoleac Anything by Notre Dame professor David Campbell https://t.co/kFIZs4IqUK

[Jason R Reed IV @JasonRReedIV1]

@10kdiver Nice job....I saw the asterisks. We usually teach our finance students that operating leases and things like underfunded pension would be considered debt. For your example, however, I can understand why you're unsure how to classify.

[ND Global Investing @nd_igi]

NDIGI Advisory Board Member & former CIO of the University of Notre Dame Scott Malpass joined Patrick O'Shaughnessy on his Invest Like the Best Podcast for an episode entitled Building a Great Endowment. Check it out here! https://t.co/pkon9UCgI6

[Jason R Reed IV @JasonRReedIV1]

@Nouriel Depends on the size of their position, right? Why not take a flyer on Bitcoin if you have a high enough risk tolerance.

[Jason R Reed IV @JasonRReedIV1]

@vtg2 For what its worth, CPI is above trend right now. Since April 2020 CPI has been growing at about 4% to get back to trend. Now we're growing at 4% versus trend 2%