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Bull Market’s Back?
August 11, 2022 | Equities boomed yesterday, and it’s almost enough to make you forget that we’ve been in a bear market much of the year. The key word there is almost...
Time Arbitrage
August 10, 2022 | Your timeline, risk tolerance, and how much money you have to invest are all vital factors in determining your portfolio allocation, and everyone has different goals, needs, and objectives.
Non-Physical Economy
August 9, 2022 | Recently, our colleague and friend Clay Finck, showed us a chart highlighting the changing composition of S&P 500 companies over time, from primarily tangible assets to now almost entirely intangible assets.
We Need To Talk About The Petrodollar
August 8, 2022 | Ultimately, Saudi Arabia agreed to price and settle oil contracts primarily in USD in exchange for U.S. military protections and arm sales. Since oil underpins the global economy, this extra demand has artificially propped up the dollar’s value...
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.
New Beginnings
January 20, 2024 | Rates might be headed back down, but housing affordability isn’t getting any better.
The Great Inversion
January 19, 2024 | Tom Cruise may have been inverted in Top Gun, but the Treasury yield curve probably won’t be for much longer.a
Force Multiplier
January 18, 2024 | A program meant to accelerate the transition from fossil fuels is helping put cash in renewable energy companies’ pockets by selling tax breaks to corporate giants like JPMorgan.
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