Newsletters2026-01-21T12:40:56-05:00

Convertible Cruisin’

September 26, 2023 | Investors and regulators have a new name for private equity’s laggards: zombies.

Amazon’s Next Frontier

September 24, 2023 | In mid-2021, Jeff Bezos stepped down as Amazon CEO — 27 years after he launched the e-commerce giant out of a garage near Seattle. One of Bezos’ final big questions: What will Amazon’s fourth pillar be?

Can’t Lose

September 23, 2023 | Sometimes, when people first learn about investing, they ask innocently naive questions like, “Is it possible to do this without losing any money?”

Hard Or Soft Landing?

September 22, 2023 | While bond investors worry about a soft landing hurting bond prices, stock investors are selling hand over fist — but for different (and overlapping) reasons.

Betting On TikTok

September 21, 2023 | One very wealthy man doesn’t just want to avoid a TikTok ban — he’s putting his money where his mouth is, pouring more than $60 million in support of Club for Growth, a Conservative Super PAC pushing against bans.

Greedflation

September 19, 2023 | In the hedge fund world, it’s almost always about leverage, short-term profit, and risk. Bear this in mind as you consider the following:

Wall Street + AI

September 18, 2023 | A triple whammy is discouraging big companies from buying back their shares: high-interest rates, growing pressure to re-invest in the business, and regional banking turmoil.

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