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

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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.

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. 

From Zero to Billions

July 17, 2024 | Cybersecurity is pretty, pretty important these days, and you need to look no further than the brilliant minds at Wiz.

The Little Guys

July 15, 2024 | Last Thursday, the stock market had a pretty big reversal, particularly affecting the Magnificent Seven mega-cap stocks and AI-related investments.

A New Era

July 14, 2024 | The global transition to a low-carbon economy is poised to be the most substantial economic transformation since the Industrial Revolution, requiring an estimated $150 to $200 trillion in investments over the next three decades.

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