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

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First Things First

December 03, 2022 | At our company, we call this "opportunity cost," and we address it in our corporate values. It's actually our number one value: "Doing first things first."

One Up On Dalal Street

December 02, 2022 | Can you imagine starting with about $420 in capital in 1985 and amassing a fortune worth $5.8 billion by 2022? Well, that's exactly what Rakesh Jhunjhunwala accomplished, starting off trading stocks on the Bombay Stock Exchange on Dalal Steet in India.

Withdrawal Limits

December 01, 2022 | We've heard analysts calling for a recession for much of this year, yet, economic growth seemingly remains relatively robust. So what's the deal? Has a recession already started, is it just around the corner, or are we in the clear?

Vanishing Equity

November 30, 2022 | The market has gone eerily quiet in many places. Buyers are exiting the stage and so are sellers. The real estate agents who served them during the pandemic housing frenzy are now left scrambling for listings or even searching for new careers as deal flow plummets.

“Death Spiral”

November 29, 2022 | In legendary investor Howard Marks' most recent memo for Oaktree Capital Management, he seeks to answer the question: "What really matters or should matter for investors?"

Big Flush

November 28, 2022 | If you're unfamiliar, the "Buffett Indicator," derived from Warren Buffett, is a ratio calculated by dividing the U.S. stock market's total value by GDP.

The Happiness Advantage

November 27, 2022 | This means that happiness drove their professional achievements but didn't necessarily come because of them. He believes that, to put things quite simply, happiness varies due to our differing perceptions and responses to obstacles.

Element 79

November 25, 2022 | Since the time of King Croesus in 550 B.C., people have valued the unique properties of element 79. Let's dive into five reasons people across the ages have desired physical gold.

A Tale Of Turkeys And Swans

November 24, 2022 | Are there really any learnings we can take from the Thanksgiving turkey's short life? Well, according to Nassim Taleb in his popular book The Black Swan, there are.

The Big Review

February 8, 2024 | McKinsey has warned about 3,000 of its consultants that their performance was “unsatisfactory” and must improve. Otherwise, they could be removed from the company.

Burrito Season

February 7, 2024 | It’s never been easier to have Uber deliver your Chipotle order, and coincidentally, both companies reported earnings this week.

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