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Maybe There’s No Recession After All…
August 5, 2022 | Businesses continue to hire despite two consecutive quarters of economic contraction, a slowdown in consumer spending, and the rising risks of recession.
Your Blueprint To Financial Freedom
August 4, 2022 | The book’s most useful information for value investors is from the lessons Guy Spier learned along his path to success. Three takeaways from his transformative journey are...
Mystery of Late Night Stock Returns
August 3, 2022 | What if we told you that the majority of the returns on stocks over time actually happen at night, would you believe us?
How To Be a Learning Machine
August 2, 2022 | Education should be a work in progress until our final days. The investment you make in yourself will always pay off in the end. The wiser you are, the better decisions you’ll make. Here are some actions steps...
Is the “Everything Bubble” Popping?
August 1, 2022 | Last year when Grantham spoke to us, he warned of multiple bubbles across financial markets that he called the “everything bubble”, while highlighting that a downturn in speculative tech stocks would be the canary in the coal mine.
The Truth About Growth Stocks
July 29, 2022 | Traditional value investors have balked at the pricey valuations of Amazon, Alphabet, and many of the other technology darlings, but they’ve missed out on owning some the best-performing stocks of the past twenty years.
The Recession Begins!
July 28, 2022 | “We’re in a sentiment recession. I don’t think we’re in an actual recession.” The definition of a real recession has become a contentious political point, as a strong labor market seems at odds with a downturn in the business cycle.
The Milkshake Theory of Investing
July 27, 2022 | You may have heard of the Dollar Milkshake Theory from Twitter or even some past TIP interviews. While it sounds like it could be a tasty treat, if it unfolds as Brent Johnson from Santiago Capital expects, things could get ugly.
How to Retire at 45
July 26, 2022 | How did Nomad generate so much alpha? Here are some of their investing tenets that allowed them to compound money at an incredible rate.
Wall Street Neighborhoods
January 03, 2024 | Rent growth is stronger for single-family homes than apartments, and Wall Street is looking to capitalize. Read more about this story.
Crony Capitalism
January 02, 2024 | Even staunch stock-pickers who zoom in on companies’ fundamentals acknowledge that nothing happens in a vacuum. Too much of a big-picture focus isn’t actionable, but none is equally problematic.
Best of the Best
December 31, 2023 | 🎉🥂Happy New Year’s, everybody! What are your resolutions? My resolution in 2024 is to buy bitcoin in 2012.
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