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

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BRRRR Real Estate Investing Breakdown

July 18, 2022 | Today, we’ll take a deeper dive into a few of the core metrics you need to know early on in the strategy that will increase your odds of success.

What three indicators say about the economy

July 15, 2022 | For insights into how things are going right now, we looked to one of our favorite investors from the great country of Italy, Alfonso Peccatiello. He discusses the three types of indicators he uses...

Stop thinking like the crowd

July 14, 2022 | If there’s any single takeaway we can all share from the past few months of financial market turbulence, it’s that investing is, in fact, not easy.

Maybe bear markets aren’t so scary?

July 13, 2022 | According to Nygren, over the last 77 years, there have been twelve bear markets in the U.S., including this current one. In those, the longest it took for a market to bottom after entering a bear market was two years...

Four Horsemen of the investing apocalypse

July 12, 2022 | There’s a lot of talk these days about whether the U.S., and much of the world, is in or about to enter a recession. The ins-and-outs of the business cycle are not always common knowledge, and in particular, we like the way that Cullen Roche thinks about it.

How to invest like Ray Dalio

July 11, 2022 | Have you ever wanted to build a supremely durable portfolio that can last the test of time, not just decades, but centuries? If you’re Ray Dalio, founder of Bridgewater, the world’s largest hedge fund, then the answer is yes, and he calls it the “All-Weather Portfolio.”

The Fed wants less jobs?

July 8, 2022 | This morning, the much anticipated June jobs report from the Department of Labor showed that efforts to tame inflation with higher interest rates have not affected employment — yet.

King Dollar

July 7, 2022 | The world is deeply reliant on the U.S. dollar as a means for settling global trade and raising capital. While under the Bretton Woods System, which lasted from 1944–1971 and cemented the dollar’s role in global financing, many national currencies were pegged explicitly to the dollar...

Things are weird right now

July 6, 2022 | We will find out soon whether we are indeed in a recession. So long as the labor market remains strong and mass layoffs can be avoided, it’s unlikely that the recession will be severe, and for many, life will continue unchanged whether we are in a recession or not.

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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