andy serwer@serwer

Editor at Large, Barron's. Not everything that can be counted counts and not everything that counts can be counted. West coast jazz. East coast rap.

 New York, USA
Joined December 2008
754 Photos and videos
Apple, Berkshire, and Walmart All Have New CEOs. Which One Will Do Best? Thanks @rhsabat barrons.com/articles/apple-b… via @BarronsOnline

Apple, Berkshire, and Walmart All Have New CEOs. Which One Will Prevail?

the three companies’ have a combined market cap of nearly $6.8 trillion. These guys have a tough task ahead of them. We spell it out.

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Just don’t look for a new crop of bricks-and-mortar branches of Bailey Bros. Building & Loan a la 'It’s a Wonderful Life.' So what exactly are we getting ourselves into? My Saturday story thanks @rhsabat barrons.com/articles/new-ban… via @BarronsOnline

New Bank Approvals Are Surging. What’s Behind the Boom.

Over the past 18 months, 40 wannabe bankers have filed for charters with the Comptroller of the Currency. So far, 21 have been approved.

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andy serwer retweeted
tom keene
@tomkeene
Sep 11
tweet of the day
Jorge Adrian
@JorgeCalderonMx
Sep 11
Bonds waiting for “the most important CPI print”
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“It’s so much fun because you get the money at the start, and then you find out whether you’ve done something stupid later on." My Saturday story. Thanks @rhsabat @WilliamCohan @BainandCompany barrons.com/articles/insuran… via @BarronsOnline

The Insurance Business Is Geting Hotter. Some People Will Get Burned.

Insurers are multitrillion-dollar pools of capital, and the sharp-pencil set wants in. Some will thrive, while others fail.

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"Pon-ti-fi-ca-tion, is Making Me Late." My Saturday story. CEO Manifesto Mania Is Here. Should We Laugh, Cry, or Yawn? barrons.com/articles/gates-z… via @BarronsOnline

CEO Manifesto Mania Is Here. Should We Laugh, Cry, or Yawn?

From Zuckerberg to Amodei, CEOs have taken to telling us what they think—endlessly.

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"“Instead of a student applying to the institution, the institution applies to them,” Hundreds of colleges are sending prospective students letters of admission—without even requiring an application wsj.com/us-news/education/hu… via @WSJ

Hundreds of Colleges Are Sending Acceptance Letters to Kids Who Didn’t Even Apply

Amid shrinking enrollment, more schools are offering direct admissions. “Instead of a student applying to the institution, the institution applies to them.”

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My Saturday story. @kennricci @Flexjet @AltrataOfficial A Private Jet Mogul’s Lake Como Blowout Shows How the Ultrarich Are Flourishing barrons.com/articles/kenn-ri… via @BarronsOnline

Inside Flexjet Chairman Kenn Ricci’s Lavish 70th Birthday Bash on Lake Como

Flexjet Chairman Kenn Ricci’s lavish 70th birthday party is emblematic of the rise of ultrarich Americans.

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The pride of PG County. My Saturday story. @KDTrey5 "Kevin Durant is a Super Investor. Join the Club, KD" barrons.com/articles/kevin-d… via @BarronsOnline

Kevin Durant Is a Super Investor. Join the Club, KD.

The NBA star struck gold in Silicon Valley. Here are other athletes who have also cashed in.

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Miller's Crossing the Rubicon and Back. My Saturday story. Thanks @rhsabat @SamanthaMcLemor @billfour @MillerValue @patient_capital @davis_advisors The Fall and Redemption of Bill Miller, Once the Greatest Money Manager of Our Time barrons.com/articles/bill-mi… via @BarronsOnline

The Fall and Redemption of Bill Miller, Once the Greatest Money Manager of Our Time

He was known as one of the world’s best investors, until he got smacked down by the financial crisis. But almost 20 years later, his ideas and legacy resonate strongly.

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Runnin' with the Bulls....or the Devil. My Saturday story. Thanks @SamRo @gnoble79 @yardeni @rhsabat @RyanDetrick @BankofAmerica @HardikaInvests @fundstrat Why the Bulls Can Win the AI War Against the Bears barrons.com/articles/stock-m… via @BarronsOnline

Why the Bulls Can Win the AI War Against the Bears

Both the yeas and the nays agree that earnings growth has been stellar. But what underpins that strength is a matter of debate.

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Also @PeterMallouk Thanks Pete!
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My Saturday story. Warren Buffett’s Worst-Ever Deal Benefits This Place the Most barrons.com/articles/warren-… via @BarronsOnline

Warren Buffett’s Worst-Ever Deal Benefits This Place the Most

Buffett paid for the $433 million acquisition of Dexter Shoes with Berkshire stock—which today would have been worth $19.3 billion. It has been put to good use.

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'Eau my.' My Saturday story #2 Thanks @rhsabat Also @Veolia This French Water Company Doesn’t Make Bottled Water. It’s Bigger Than That. barrons.com/articles/french-… via @BarronsOnline

This French Water Company Doesn’t Make Bottled Water. It’s Bigger Than That.

Veolia Environnement operates in 55 countries and is the largest private water operator in the U.S.

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My Saturday story. Thanks @rhsabat @Travelers The AI Revolution Comes to the Insurance Industry. Look Who’s Winning. barrons.com/articles/ai-trav… via @BarronsOnline

The AI Revolution Comes to the Insurance Industry. Look Who’s Winning.

Travelers stock has trounced the S&P 500 for the past five years. Here’s its secret.

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A literalist in action.
Sam Ro 📈
@SamRo
Jul 10
“They didn’t row. They sailed over the Atlantic.”
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ALWAYS a fav. Thanks @Pras_S
Pras Subramanian@Pras_S
Jul 9
Replying to @serwer
when the pressure gets to Tommy - piped.video/watch?v=vX4L2LHG…
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My Satruday story. Thanks @rhsabat America Is Exceptional, All Right. Can It Stay That Way? barrons.com/articles/america… via @BarronsOnline

America Is Exceptional, All Right. Can It Stay That Way?

The biggest threat to U.S. markets is our burgeoning national debt, which has spiraled from $1 trillion in 1981 to $39 trillion today.

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And most of ‘em big stocks too.
Josh Schafer@_JoshSchafer
Jun 29
Quite a few S&P 500 stocks having their best quarter on record.
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Old School dude, new fangled finance. My Saturday story. Thanks @rhsabat There’s Big Money to Be Made in European Real Estate barrons.com/articles/big-mon… via @BarronsOnline

There’s Big Money to Be Made in European Real Estate

Though Henry Cabot Lodge III comes from a long line of high-profile politicians, he decided make his mark in finance instead.

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The real story! Kudos @ungarino ! Once JPMorgan’s Top Trader, He’s Now a Favorite to Succeed Jamie Dimon as CEO barrons.com/articles/jpmorga… via @BarronsOnline

Once JPMorgan’s Top Trader, Troy Rohrbaugh Becomes a Favorite to Succeed Jamie Dimon as CEO

Over two decades at JPMorgan, Troy Rohrbaugh earned a reputation as a shrewd risk manager. Now he’ll go from investing banking to running the bank’s sprawling consumer operation.

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