Newsletters2025-01-04T07:54:08-05:00

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Heating Up

July 31, 2024 | It’s the heart of air conditioning season, and one of the greatest beneficiaries of this time of year are the AC companies powering our homes, offices, and other businesses.

Cruisin’

July 29, 2024 | For years, cruise ships have been a thing for mostly Baby Boomers and retirees. Lately, however, the younger generation has been jumping on board.

Evolution of a Financial Enthusiast

July 28, 2024 | Amid the busy news cycle, we like to sit back, zoom out, and talk markets. So, today, we're sharing our interview with our very own Shawn O’Malley, who discusses markets, investing, and learning from the very best in the business.

The Tables Have Turned

July 26, 2024 | The extraordinary, “once-in-a-generation” job market that Americans have enjoyed — particularly 2020, 2021, and 2022 — has officially come to a close.

Billions Forgone

July 24, 2024 | Workers are missing out on big investment gains by inadvertently leaving their retirement savings in cash after switching jobs.

Bare Shelves

July 22, 2024 | Low interest rates have traditionally been widely viewed as beneficial for stocks — just ask small-cap fund managers lately. But their impact on the stock market is more complex.

Unreasonable Hospitality

July 21, 2024 | Will Guidara has redefined the meaning of hospitality. His approach, which he calls "unreasonable hospitality," goes beyond the expected service norms to create unforgettable experiences that resonate with guests long after their meal ends.

America’s Borrowing Binge

July 19, 2024 | We all know the U.S. fiscal outlook is deteriorating by now, yet Wall Street appears unfazed by this development.

From Zero to Billions

July 17, 2024 | Cybersecurity is pretty, pretty important these days, and you need to look no further than the brilliant minds at Wiz.

Berkshire’s Portfolio Tweaks

November 15, 2024 | Every few months, we get a fresh slate of 13F filings telling us what changes institutional investors have made to their portfolios — at a 45-day delay. And eagle-eyed 13F watchers are all excited at the latest batch.

Show Off

November 13, 2024 | Spotify’s financial turnaround continues to impress. While concert-goers face steep ticket prices sometimes reaching $500-$1,000, Spotify's monthly subscription fee of about $12 seems like a bargain.

Record Territory

November 11, 2024 | Talk about a tear. Bitcoin now sets new records almost daily, climbing above $87,000 for the first time.

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