Newsletters2024-01-24T23:03:20-05:00

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What Rate Hikes?

July 27, 2023 | As mentioned in the intro, 2023 has been a puzzling year. The theme for this year has been unanticipated economic resilience in response to disruptive inflation and interest rates.

Big Tech

July 26, 2023 | Microsoft and Alphabet opened Big Tech earnings season Tuesday after the bell, with plenty more AI talk.

Worldcoin

July 25, 2023 | How much will you pay for premium music? As much as we love vinyl, it’s nice to have all of humanity’s music just a few clicks away.

Nirvana

July 24, 2023 | As mentioned in the intro, Americans aren’t optimistic about the economy, but maybethey should be?

Winning Ticket

July 23, 2023 | As you might have seen, someone won the $1 billion jackpot last week after purchasing the ticket at a Los Angeles convenience store. So today, we'll discuss the lottery’s history, how it works, and why the windfall doesn’t always bring sunshine and rainbows.

The Big Apple

July 22, 2023 | “Innovation distinguishes between a leader and a follower.” That sentence, once articulated by Apple’s co-founder, Steve Jobs, could summarize how Apple has become one of the most successful companies in the 21st century. But there’s more to the story.

Barbenheimer

July 21, 2023 | Somehow we’ve managed to go these last two weeks without discussing “Barbenheimer” — the internet meme phenomenon of 2023, derived from the simultaneous blockbuster movie releases of Barbie and Oppenheimer this weekend.

Burning Up

July 20, 2023 | Despite the extreme heat, some Americans are relieved.

Roller Coaster Stock

July 19, 2023 | JPMorgan Chase, Citigroup, and Wells Fargo posted second-quarter earnings beats early this week, and Morgan Stanley has followed suit.

Resilient Growth Masks Debt

April 15, 2024 | Few areas of markets and economies are as black and white as textbooks portray them. Often, they’re a mixed picture full of gray areas and surprise. That’s most definitely the case about economic growth and avoiding a major recession.

Buy Right, Sit Tight

April 14, 2024 | That’s how Clay Finck would describe his investment motto. Finck, the host of We Study Billionaires, has brought the goods for the podcast, analyzing companies like Copart and Constellation Software and interviewing brilliant guests such as Morgan Housel, Dr. Robert Cialdini, Aswath Damodaran, Chris Mayer, and more.

Leading with Humility

April 13, 2024 | Tune in to "Leading with Humility" with Simon Sinek. More insights and lessons in just 2 minutes to read.

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