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

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Twitter’s Ultimatum

November 18, 2022 | Musk fired nearly half of Twitter's employees just weeks ago, and now, hundreds more have decided to quit rather than agree to Musk's demands.

Podium Of Errors

November 17, 2022 | Know more about the surprising resilience of corporate investment and London's downfall as a global financial center, plus our main story on François Rochon.

Hard Work, Talent, or Luck?

November 16, 2022 | Today, we'll discuss two items in the news: How Americans are increasingly tapping into their home equity and one company's warnings of a slower holiday season, plus our main story discussing if positive results are due primarily to hard work, talent, or luck.

Inflation-Fighting Robots

November 15, 2022 | As developed economies deal with labor shortages and rising manufacturing costs while trying to "re-shore" (opposite of offshoring) their supply chains to mitigate political/economic risks, automation offers an effective remedy.

Bailouts

November 14, 2022 | Know about one firm's plan to bailout the crypto industry and our main story on the secret sauce underpinning businesses like Amazon, Walmart, and Costco.

Learning Lessons

November 12, 2022 | Investing is not a hard science. Sure, it's quantitative, but markets remain a complex puzzle derived from the whims of human nature.

Financial Contagion

November 11, 2022 | Today, we'll discuss two items in the news: Another shocking chapter in the crypto crisis and the newest meme stock, plus our main story on private equity's future.

Losing $1 Trillion

November 10, 2022 | Today, we'll discuss two things in the news: A billion-dollar art collection goes for sale and Amazon breaks a new record (but not in a good way), plus our main story on how technology is changing property investing.

Streaming Wars

November 9, 2022 | We'll discuss two items in the news today: Red flags from the "Magic Kingdom" and a big shake-up at Facebook, plus our main story on investing icon Peter Lynch.

Bitcoin’s Gravitational Pull

March 9, 2024 | Despite Barbie’s success, Mattel’s stock has been a laggard, rising about 9% over the last year versus roughly 27% for the S&P 500. And going back four decades, Mattel is up just 686% versus the S&P 500’s more than 3,200% return. More fun insights here in 2 minutes to read.

Rich Get Richer

March 8, 2024 | Being wealthy comes with many perks. One of them is the chance to have a devoted investment team managing your money. And the number of wealthy families employing these “family offices” to oversee their assets is booming, tripling since 2019.

Sell My Votes

March 7, 2024 | Can you buy shareholder votes in a company, hoping to influence its corporate governance decisions, without buying more shares of stock explicitly? Yes, and it’s actually legal to do, though not hugely popular. Well, except in niche situations.

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