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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.
America’s Shipbuilding Problem
February 13, 2024 | One of America’s great strategic assets during World War II is long gone: its shipbuilding industry.
Illegal Index Funds
February 12, 2024 | Should index funds be illegal? It’s more of an intellectual question than a serious one. For example, the U.S. stock market couldn’t really function if 100% of investors held all their money in S&P 500 index funds, at least not as any useful tool for allocating capital.
Hollywood Economics
February 11, 2024 | The film industry isn’t all glamorous. For every big hit that makes hundreds of millions — like “Oppenheimer” and “Barbie,” countless films go virtually unheard of.
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