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

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Indian iPhones

September 26, 2022 | In an official company statement, Apple (AAPL) said, “the new iPhone 14 lineup introduces groundbreaking new technologies and important safety capabilities. We’re excited to be manufacturing iPhone 14 in India.”

Apex Spawners

September 23, 2022 | A “spawner” is a company with the necessary DNA to incubate new business ventures that have the potential to become massive growth engines. For this to happen, a company should expect many failures and take them in stride.

New World Order

September 22, 2022 | Who is Zoltan? As a macroeconomist and the Head of Credit Suisse’s Short-Term Interest Rate Strategy team, he’s an authority on the dollar’s outlook, especially given his recent musings on “Bretton Woods 3.0.”

Ingredients of a 100-Bagger

September 21, 2022 | Investing in one or two 100-baggers can be life changing. It’s worth it to take the time and energy to analyze the characteristics that Mayer says are common to companies with these kinds of returns.

Cheap Bonds

September 20, 2022 | In a recent article, Zweig explores the nuances of municipal bonds, their tax-free allure, and their illusory cheapness. Bonds and taxes are seldom a sexy topic, though we think that for investors and those managing their own money, the takeaways are enlightening.

Blitzkrieg Attack

September 19, 2022 | Central banks globally are preparing to launch a blitzkrieg attack on inflation this week. In total, interest rates over three days and several countries will rise by 500 basis points (5%).

Oil Seizure

September 16, 2022 | Germany seized control of local units of a Russian oil company, Rosneft, to take greater command over its energy industry, secure supplies, and sever its dependence on Russian fuel.

Good to Great Lessons

September 15, 2022 | Good is the enemy of great, and few people or companies manage to achieve greatness because they settle too quickly for a comfortable life.

Investing For Freedom

September 14, 2022 | While investing dogma, of course, encourages diversification, this comes today at a time particularly sensitive to geopolitical risks.

Space Farming

January 16, 2024 | Our Chart of the Day (in the section above) shows that Chinese growth remains a top concern for the global economy.

MLK’s Call for Economic Justice

January 14, 2024 | Martin Luther King Jr. isn’t often remembered for his critically important, passionate message to redistribute wealth. But the Civil Rights leader urged political leaders and the community to end economic disparities, mitigate poverty, and improve education. He knew that to improve equality and foster peace, the economic and wealth systems had to improve, too — both for Black and white Americans.

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