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

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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.

Narratives vs. Reality

July 5, 2024 | Politics, politics, politics. Investors just can’t stop talking about a seemingly destabilizing shift in the geopolitical status quo in recent years. Obsessed much?

Bigger Not Better

July 3, 2024 | Recall that in 2008, Warren Buffett famously placed a million-dollar bet that an S&P 500 index fund would beat the funds of funds hedge fund managers would select. Of course, the Oracle of Omaha was proven right.

Winners and Losers

July 1, 2024 | The second half of the year is underway. Somehow, it’s already the start of the third quarter after a very strong first six months in 2024. Here’s a quick recap of the gains year-to-date.

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