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

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House of Cards

October 10, 2023 | Paul Tudor Jones is a Wall Street legend and billionaire hedge fund manager. Like many, he’s worried about how escalating geopolitical tensions and the U.S. government’s spending will hurt stocks.

Retail Crime Epidemic

October 09, 2023 | In the face of attacks from Hamas militants — a group deemed terrorists by the United States and European Union, and Israeli Prime Minister Benjamin Netanyahu’s declaration of war against them, Israel’s currency (the shekel) is facing intense volatility.

Comfort Meets Style

October 08, 2023 | Several years ago, women’s athleisure brands like Lululemon and Athleta thrived, but men had limited options. Kudla saw a clear opportunity in the marketplace.

Money Printer

October 07, 2023 | There’s always been tension in Hollywood around prop money: If it looks too fake, the audience will be turned off. But if it looks too real, that creates other problems.

Bond Vigilantes

October 06, 2023 | The latest meme stock? Not Gamestop, AMC, or Bed, Bath & Beyond. Instead, the market for long-term U.S. government debt (Treasury bonds) looks rather meme-esque.

Ozempic Era

October 05, 2023 | Americans are in their Ozempic era. And soon, food producers may face a new challenge: Consumers losing their appetites for pizza, potato chips, and ice cream.

The YOLO Economy

October 04, 2023 | YOLO: “You only live once.” In this edition, we talk about why Americans are spending like there’s no tomorrow.

Meta’s Gambit

October 03, 2023 | The U.S. and its allies have faced a conundrum: The world needs Russian oil to keep flowing; otherwise, the supply dropoff could spawn a shortage that pushes energy prices dramatically higher (offsetting efforts to control inflation.)

Slow Reckoning

October 02, 2023 | In popular areas like Miami, Austin, Charlotte, Phoenix, and Nashville, a glance at downtown includes cranes — so many cranes. In some cities, there’s construction for new apartment buildings happening everywhere.

Unplugged

June 5, 2024 | The dominance of Big Tech stocks like Apple, Microsoft, Nvidia, and Alphabet in the S&P 500 could be masking how fearful investors truly are about the Federal Reserve keeping interest rates higher for longer.

Hindsight Bias

June 3, 2024 | Happy Birthday, Dow Jones. This week marked the 128th anniversary of the Dow Jones Industrial Average. But it’s not all fun and games.

Just Missed

June 2, 2024 | Today, we'll study excellent business ideas that never made it and why in just 5 minutes to read.

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