Newsletters2024-01-24T23:03:20-05:00

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Chip Wars

November 4, 2022 | We're actually referring to the Biden administration's recent moves to handicap China's economy and advanced tech industries via America's influence over semiconductors. These are the powerful, cutting-edge computer chips that power our world and enable everything from artificial intelligence (AI) to precise missile defense systems.

“No Longer Analyzable”

November 3, 2022 | Today, we'll discuss two things in the news: Elon Musk's latest moves at Twitter and new developments in the Chinese property crisis, plus our main story on why simplicity trumps complexity in investment planning.

Hedge Fund Legend

November 2, 2022 | We'll discuss two items in the news today: The Fed's fourth massive rate hike in a row and the corresponding fallout for bond prices this year, plus our main story on a hedge fund legend.

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