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Winners and Losers
July 1, 2024 | The second half of the year is underway. Somehow, it’s already the start of the third quarter after a very strong first six months in 2024. Here’s a quick recap of the gains year-to-date.
Exposing Corporate Misconduct
June 30, 2024 | When Edwin Dorsey published a deep dive about The Joint Corp., a nationwide network of chiropractors, the company was valued at $1.39 billion. Its shares had recently run up about 3,500%, trading at roughly 80x profit.
Giving Spree
June 28, 2024 | Warren Buffett, who turns 94 in August, has made his largest annual charitable donation to date. Read on for a preview of Warren Buffett’s will.
Cash Trap
June 26, 2024 | Even as the stock market has soared through the first six months of 2024, some Americans aren’t in any hurry to move their cash. Some investors have 25% or even 50% of their assets in Treasury bills and money-market funds, per The Wall Street Journal.
Real Estate Retirees
June 24, 2024 | With 401(k) balances as high as they’ve ever been, some investors are turning to something else: real estate.
Nifty Fifty
June 23, 2024 | In the '60s and early '70s, Wall Street wasn't just dancing; it was grooving to roughly 50 stocks. Enter the Nifty Fifty, a group of blue-chip darlings. Investors pounced on them as valuations kept surging.
Broader Scope
June 21, 2024 | We’re breaking down what the world’s largest real estate investor has been up to. Blackstone has shifted its portfolio strategy over the past 16 years.
Ponzi Funds
June 20, 2024 | Buyer beware: The dangers of hot money in ETFs can create major losses to investors’ portfolios. A new study cautions investors to carefully consider such “Ponzi Funds.”
New Balance of Power
June 17, 2024 | One man in the spotlight: CEO Satya Nadella, who bet the future of Microsoft on the potential of AI when he forged a groundbreaking partnership with OpenAI, the creator of ChatGPT.
Getting Going
November 6, 2024 | Donald Trump's victory in the 2024 U.S. presidential election has triggered big movements in financial markets. Here’s what we know and what the election victory could mean for markets in 2025 and beyond.
Buffett’s Patience
November 4, 2024 | Berkshire Hathaway’s cash pile now exceeds $300 billion as Warren Buffett and Co. kept selling stocks while holding off on buybacks.
Systematic Strategies
November 3, 2024 | In the cutthroat world of finance, particularly hedge funds, DUNN Capital stands out as a guiding light of the investor-first approach.
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