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Financial Time Bomb
December 05, 2023 | Taxes are boring, but what if we told you about a Supreme Court case that could “effectively eliminate a third of the tax code?” That quote is from former Speaker of the House Paul Ryan, and he’s actually not exaggerating.
In da Club
December 04, 2023 | Oh, we see you, gold.
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.
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.
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.
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