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

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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.

The Perfect Stock

July 25, 2022 | One Up On Wall Street, published by Peter Lynch in 1989, remains one of my favorite investment books of all time...Chapter 8 is one of my favorites because it details what Lynch views as the perfect stock.

SEC Files First Crypto Insider-Trading Case

July 22, 2022 | George Soros is one of the most profitable and powerful investors of our time. He is called “The Man Who Broke the Bank of England” for his famous short sale of $10 billion worth of pound sterling, which netted him a $1 billion profit in 1992.

Stablecoin IPO

January 12, 2024 | Talk of bitcoin ETFs is all the rage, but bitcoin isn’t the only digital asset going mainstream. Circle Internet Financial (aka “Circle”), operator of the popular USDC stablecoin, filed paperwork this week for an initial public offering (IPO) — its second attempt in roughly a year.

Gaming The Fed

January 11, 2024 | We have some snake oil to sell you if this news comes as a surprise — an emergency program set up early last year to contain a regional banking panic is now being exploited as easy money by big banks.

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