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

Air Jordan

February 02, 2023 | “Some people want it to happen, some wish it would happen, others make it happen.” – Michael Jordan

The Attention Economy

February 01, 2023 | Young people have always perplexed their elders, yet their shopping habits underpin powerful future economic trends.

Bear Market Rally?

January 31, 2023 | There were several sharp rallies last year as the market ultimately ground lower to its mid-October low, notably the drastic upswing in July and August. Of course, it didn’t last.

Reality Check

January 30, 2023 | Farmland isn't the first place investors look to when trying to maximize returns or diversify their portfolios.

The Undoing Project

January 28, 2023 | In The Undoing Project, Lewis explores the psychological biases that contributed to why other scouts were so wildly wrong about the forgotten players who underpinned Oakland's success.

Dear Diary

January 27, 2023 | Stocks continue to roll in 2023. Whether it's another bear market rally or a new bull run remains to be seen, but so far the S&P 500 has risen nearly 7% this year, led by the technology sector.

Trouble Beneath the Surface

January 26, 2023 | As a follow-up to her past piece on mean reversion, Rebecca Hotsko, the host of our Millennial Investing podcast, joins us again today to discuss why multiple expansion/contraction is a critical component of your investment return.

Risk & Return

January 25, 2023 | “People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game.” — Peter Lynch

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