Newsletters2025-01-03T10:03:40-05:00

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David Vs Goliath

March 27, 2024 | Sometimes, David doesn’t beat Goliath. Actually, it’s been several years straight since David beat Goliath. That is, David being “small-cap stocks” and Goliath being large-caps (think the Magnificent 7 and the S&P 500 generally.)

Alleged Collusion

March 26, 2024 | Having a fancy credit card may cost you. That’s one takeaway from a Visa and Mastercard agreement, allowing merchants to “adjust prices based on the costs associated with accepting different credit cards.”

Not In The Classroom

March 25, 2024 | Two compensation themes worth highlighting: CEOs are banking more amid this rising stock market, while teacher pay stagnates.

Silver Tsunami

March 24, 2024 | Want to learn the secrets of savvy investors who generate $10,000+ net monthly profit like clockwork with a simple yet groundbreaking strategy? Dive into the world of Residential Assisted Living (RAL) investing, where financial freedom meets impactful ventures.

The Critical Path

March 23, 2024 | “The hard part of running a business is that there are a hundred things that you could be doing, and only five of those actually matter, and only one of them matters more than all of the rest of them combined..."

Melting Iceberg

March 22, 2024 | Today, traditional mutual funds are in demise, suffering over $1 trillion in net outflows over the past two years with only one positive month of inflows in the past 25 months. They’re a “melting iceberg,” one investor told the FT.

Breaking Up Apple

March 21, 2024 | Is Apple a monopoly? U.S. regulators think so, at least in the smartphone space. On Thursday, the Department of Justice launched a landmark case against Apple, accusing the company of suppressing competitors across several domains, from smartwatches to messaging services and gaming apps.

Looming Halving

March 20, 2024 | Let’s check in on bitcoin — a statement that will surely excite some readers and annoy others. This handy website showcases bitcoin’s resilience, finding that on 476 occasions, a “notable” source has declared bitcoin is or will soon be worthless, which probably understates things.

So Long, Negative Rates

March 19, 2024 | It’s over, it’s finally over. Nearly 150,000 hours (17 years) have passed since the Bank of Japan last hiked interest rates, enough time to watch Game of Thrones from start to finish more than 2,127 times.

The Joys of Compounding

September 8, 2024 | Few individuals have studied the art of investing and the good life more than Gautam Baid. We chat with Baid about his writing, investing approach, life lessons, and more.

Clearly Cooled

September 6, 2024 | On Friday, the August jobs report showed the U.S. economy added 142,000 jobs last month, less than expected. This rebound from the soft July data that prompted a market selloff is more evidence that the labor market is a far cry from what it was circa 2021.

Index Boom

September 4, 2024 | Chances are, you own an index fund. And most of us know that the index-fund revolution has showed few signs of slowing down.

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