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

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Burritos to Lattes

August 14, 2024 | From burritos to lattes — from one iconic American brand to another. That’s the path for star leader Brian Niccol, the Chipotle CEO, who is taking the helm of Starbucks next month.

Carry Trade Blowup

August 12, 2024 | After the dust settled a bit, the upheaval last Monday now appears to have been a short-lived panic triggered by a minor policy adjustment from the Bank of Japan and renewed concerns about a potential U.S. recession.

Rockefeller’s Letters

August 11, 2024 | The ideas that helped drive John D. Rockefeller’s rise to enormous wealth and success come one after the other: Starting points do not determine your endpoint.

Penny Stock Purge

August 9, 2024 | Let the purge of the penny stocks begin. Nasdaq is taking measures to address concerns about the proliferation of penny stocks on its exchange.

True Costs

August 7, 2024 | The jobs report last week, which showed a pronounced weakening in hirings, kicked off the market turbulence that has defined this week on Wall Street.

Drumbeat of Skepticism

August 5, 2024 | Woah — we all need a breather. How quickly the tides turned. In a matter of a few weeks, the narrative on Wall Street has shifted from soft landing to all-out panic.

Charlie Munger’s Predicament

August 4, 2024 | At 31, Charlie Munger found himself at a devastating low point. Each personal tragedy alone could break a spirit, but Munger refused to succumb to despair.

Correction Territory

August 2, 2024 | Folks, the unemployment rate is ticking up — it just hit its highest level since the fall of 2021. Broadly, the U.S. job market showed significant signs of cooling.

Heating Up

July 31, 2024 | It’s the heart of air conditioning season, and one of the greatest beneficiaries of this time of year are the AC companies powering our homes, offices, and other businesses.

Exciting Changes

December 2, 2024 | We wanted to jump in your inbox again to remind you that this past Wednesday was our last “regular” edition of We Study Markets. What does that mean? Exciting things, that’s what.

Around the Clock

November 27, 2024 | Could traditional U.S. stock trading hours — 9:30 a.m. to 4 p.m. ET — one day be a thing of the past?

A Sub Above

November 25, 2024 | Peter Cancro's story began in 1971 at 17, working at Mike's Subs in New Jersey. When owners decided to sell in 1975, his mother suggested he buy the shop—an idea Cancro initially found laughable.

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