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

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The Next Chipotle?

December 03, 2023 | Earlier this year, Cava became the first restaurant company to go public since Sweetgreen in 2021, with a roughly $4.7 billion valuation in June. That raised one big question: Could Cava follow in Chipotle’s footsteps?

Same As Ever

December 02, 2023 | Today, we’re unveiling our fancy new and improved Saturday edition — a curation of the best podcasts, charts, articles, and ideas we’ve encountered each week.

Bonds Are SO Back

December 01, 2023 | At long last, the bond market is in the driver’s seat.

Blackmail Me

November 30, 2023 | Are banks in trouble? Depends on who you ask and which banks you’re talking about.

A Legend Is Gone

November 29, 2023 | Tributes are pouring in after investing legend Charlie Munger died Tuesday at 99. Warren Buffett’s right-hand man helped build Berkshire Hathaway into a giant, and his way with words has left impressions on generations of long-term investors. 

Whiskey Wars

November 28, 2023 | You’ve heard it before — all the reasons individuals and businesses are pessimistic about the economy.

Zombie Malls

November 27, 2023 | Investors keep adding to stocks this year, as shown in our Chart of the Day above. But they’ve also been busy doing something else: Sitting on cash. 

Spinning Out

November 26, 2023 | Once a high-flying fitness craze, Peloton is just trying to stay afloat today.

Real Estate Retirees

June 24, 2024 | With 401(k) balances as high as they’ve ever been, some investors are turning to something else: real estate.

Nifty Fifty

June 23, 2024 | In the '60s and early '70s, Wall Street wasn't just dancing; it was grooving to roughly 50 stocks. Enter the Nifty Fifty, a group of blue-chip darlings. Investors pounced on them as valuations kept surging.

Broader Scope

June 21, 2024 | We’re breaking down what the world’s largest real estate investor has been up to. Blackstone has shifted its portfolio strategy over the past 16 years.

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