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

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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.

Cruisin’

July 29, 2024 | For years, cruise ships have been a thing for mostly Baby Boomers and retirees. Lately, however, the younger generation has been jumping on board.

Evolution of a Financial Enthusiast

July 28, 2024 | Amid the busy news cycle, we like to sit back, zoom out, and talk markets. So, today, we're sharing our interview with our very own Shawn O’Malley, who discusses markets, investing, and learning from the very best in the business.

The Tables Have Turned

July 26, 2024 | The extraordinary, “once-in-a-generation” job market that Americans have enjoyed — particularly 2020, 2021, and 2022 — has officially come to a close.

Billions Forgone

July 24, 2024 | Workers are missing out on big investment gains by inadvertently leaving their retirement savings in cash after switching jobs.

Airbnb: The Future of Hospitality

March 9, 2025 | I’ve got a fun one for ya today, folks: Silicon Valley meets hospitality, the hotel industry’s worst nightmare — Airbnb 🏡

Blue Owl: The Next Blackstone?

March 2, 2025 | This week, I’m diving into one of the few SPACs from the 2020-era Lollapalooza in financial markets that has actually worked out: a fast-growing alternative asset manager humbly named Blue Owl that, perhaps, has its eyes set on being the next Blackstone?

VeriSign: The Internet’s Toll Road

February 23, 2025 | No, I don’t have a literal toll-road company to tell you about today; I actually have something much more powerful: a business that operates like the toll road I describe above, yet for the entire internet 👀

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