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TikTok Takes On Amazon
January 04, 2024 | Could TikTok be the next big e-commerce company? TikTok already flipped the social media world upside down, drawing YouTube, Instagram, and Twitter to all focus more on short video content. Now, the company is taking on the e-commerce space, colliding with another giant: Amazon.
Wall Street Neighborhoods
January 03, 2024 | Rent growth is stronger for single-family homes than apartments, and Wall Street is looking to capitalize. Read more about this story.
Crony Capitalism
January 02, 2024 | Even staunch stock-pickers who zoom in on companies’ fundamentals acknowledge that nothing happens in a vacuum. Too much of a big-picture focus isn’t actionable, but none is equally problematic.
Best of the Best
December 31, 2023 | 🎉🥂Happy New Year’s, everybody! What are your resolutions? My resolution in 2024 is to buy bitcoin in 2012.
New Year’s Resolutions
December 30, 2023 | Tomorrow is New Year’s Eve, and nearly half of all American consumers will make resolutions for 2024.
Party Like It’s 1999
December 29, 2023 | The Nasdaq 100 is partying like it’s 1999.
Phantom Debt
December 28, 2023 | Wells Fargo calls BNPL loans “phantom debt” that trick “consumers into a false security in which many small payments add up to one big problem.”
Out of Gas
December 27, 2023 | Apparently, we’ve become a stay-at-home nation. We have more cars than ever, yet we’re driving less.
Mega-Cap Dominance
December 23, 2023 | This is the last time we’ll be in your inbox for a few days as we take some time with our families for the holidays but we’ll see you again on December 27. In the meantime, there’s plenty of great stuff packed into today’s newsletter for you to enjoy.
The Rich Investor Club
July 10, 2024 | The status, once reserved for a select few, now could include one in five American households, opening doors to previously exclusive investment opportunities. But as this club expands, a crucial question emerges: Is membership truly advantageous?
Bulls & Bears
July 8, 2024 | Bubble talk, bubble talk, bubble talk. Another strong bull market means more headlines about a bubble and, increasingly, comparisons to the frothy stock market of 2021 and even that of the roaring 1990s dot-com bubble.
Uncertainty Is Your Friend
July 7, 2024 | Today, we'll discuss how some of the greats — including Warren Buffett, Joel Greenblatt, and Bill Miller — regulate emotions in their investment processes.
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