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

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Ready for Takeoff

November 15, 2023 | The year is 2040. We all pay for the internet through Starlink using Dogecoin, and Elon Musk controls internet speeds based on the emoji he posts on X (formerly Twitter) that day.

Great Power Competition

November 14, 2023 | Another month, another credit rating agency is downgrading the U.S. government.

Mezzanine Meltdown

November 13, 2023 | Speaking of things that have changed over the decades, as discussed in the intro, something else is very different these days in financial markets — the economic data that previously consumed investors’ attention has changed.

It’s All a Game

November 12, 2023 | Among Time Magazine’s top 100 most influential companies are the usual suspects: Apple, Chipotle, and Disney. But there’s also Duolingo, an American tech company founded by two immigrants that produces the gamified language-learning app with hundreds of millions of downloads. 

EV’s Bumpy Ride

November 11, 2023 | Electric vehicles (EVs) have surged in popularity worldwide, with many countries endorsing them to combat climate change and save on fuel costs. Governments are rolling out incentives, like tax breaks and grants, to encourage people to choose EVs over traditional cars. 

Off to the Races

November 10, 2023 | The world’s biggest bank is under attack. On Thursday, the Industrial and Commercial Bank of China’s (ICBC) U.S. unit was hit by a cyberattack, making it unable to clear U.S. Treasury trades.

Peace Dividend

November 09, 2023 | The Magic Kingdom company shared earnings after markets closed on Wednesday, and Mickey Mouse feels pretty good about it — the company’s stock jumped 8% today in response.

Generational Disruption

November 08, 2023 | Warner Bros. Discovery reported third-quarter earnings before the bell Wednesday, and boy, it wasn’t pretty.

Welcome Back (To The Office)

November 07, 2023 | Not even a year ago, we heard how challenging it had been for companies to keep staff. Now, not enough people are leaving their jobs. 

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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