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

Moody’s Warning To Investors

September 28, 2023 | Moody’s one of three big credit ratings agencies in the U.S., is warning us about “systemic risk” in the leveraged lending market.

Cracks Emerge

September 27, 2023 | If you’ve been under a rock this year, two things have underpinned the stock market’s recovery in 2023 after an ugly 2022: Optimism about AI and a resilient U.S. consumer.

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.

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