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

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Borderline Fraud

September 9, 2022 | The market in so-called voluntary carbon credits has enabled corporations globally to, in theory, offset their carbon emissions by funding projects elsewhere in the world that plant trees, invest in renewable energy, save endangered forests, etc.

5 Lessons From Rich Dad Poor Dad

September 8, 2022 | I was wandering in the business section of a bookstore 25 years ago when a book with a purple cover and a silly title caught my eye. Somewhat skeptical, I pulled Rich Dad Poor Dad off the shelf and began reading.

Debt Tidal Wave

September 7, 2022 | In the U.S., companies have extended a tidal wave of debt issuance, offering the largest amount in the last twelve months, as the prospect of further rate increases spurs greater urgency.

Atomic Age (2.0)

September 6, 2022 | For the last year or so, we’ve been tracking the uranium market on the thesis, generally, that nuclear energy will play an increasingly important role in the global transition away from fossil fuels.

8 Steps To Retire Early

September 5, 2022 | To retire early, you must learn to be your own retirement financial planner. It may sound like a big undertaking but read on.

Price Caps

September 2, 2022 | The G7 nations have announced a plan to cap the price of Russian oil on global markets, committing to novel sanctions aimed at reducing Russia’s oil revenues as its invasion of Ukraine continues.

Coffee Can Portfolio

September 1, 2022 | An important aspect of the Coffee Can approach is that you only need to be right once. No need for market timing or constantly checking quotes. You make a wise investment decision and simply let it work over many years.

Solar Boom

August 31, 2022 | First Solar (FSLR) announced on Tuesday that it would invest up to $1.2 billion to build a fourth factory in the U.S., largely due to the energy and climate bill Congress passed this month that expands incentives for renewable energy.

Warren Buffett: 92 Years of Wisdom

August 30, 2022 | "We’ve compiled our favorite 92 quotes from Warren Buffett to celebrate his 92nd birthday. It may seem long, but it’s a quick read and how can you pass up 92 years of investing lessons? Grab a drink and enjoy!"

Talk To Chuck

January 23, 2024 | Charles Schwab’s former marketing campaign stands as one of the most effective financial ad campaigns of all time. But those days are over. Schwab’s net income last year fell 29% from a year prior, and the stock has gotten punished.

On The Move

January 22, 2024 | American workers are getting antsy. About 85% of 1,000 U.S. professionals polled in a new LinkedIn survey say they’re considering changing jobs this year, up from 67% a year ago. About 90% of Gen Z workers — in their early and mid-20s — and 92% of millennials are considering a job change in 2024.

Coffee Powerhouse

January 21, 2024 | Two part-time baristas in Seattle meet at a dive bar, become best friends, move to Philadelphia, and open a one-off coffee shop in a run-down area of the city. That doesn’t sound like a path to a $900 million coffee brand, right?

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