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Perfect Storm
September 30, 2022 | Today, we'll discuss why macro hedge funds are doing so well this year, how Apple lost $120 billion in market value yesterday, an escalation of the war in Ukraine, and understanding country risks when investing.
Low Morale
September 29, 2022 | Across the euro zone's three largest economies, indicators of consumer morale remain subdued, as high inflation shows no sign of retreating.
Volatility Vortex
September 28, 2022 | The Treasury market has endured recently its most extreme bout of turbulence since the Covid pandemic rocked markets globally in March 2020.
Big Mac Index
September 27, 2022 | The Big Mac, in a way, actually represents a meaningful, “bundle of commodities, labor, real estate, and productive assets” in its prices, according to the analysts.
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.
Banking Drama Is Back
February 1, 2024 | Nearly a year out from 2023’s panic in regional banks, marked by the collapse of Silicon Valley Bank (SVB) and First Republic, problems at not-too-big-to-fail banks are rearing their head again.
An Airport is IPOing?
January 31, 2024 | If you’ve ever been through security or looked around while waiting for your luggage and thought, “I’d like to invest in this,” well, now you can.
The Buffett Curse
January 30, 2024 | An investment from the “Oracle of Omaha” is a galvanizing vote of confidence. It’s also a source of anxiety for corporate executives.
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