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America’s Borrowing Binge
July 19, 2024 | We all know the U.S. fiscal outlook is deteriorating by now, yet Wall Street appears unfazed by this development.
From Zero to Billions
July 17, 2024 | Cybersecurity is pretty, pretty important these days, and you need to look no further than the brilliant minds at Wiz.
The Little Guys
July 15, 2024 | Last Thursday, the stock market had a pretty big reversal, particularly affecting the Magnificent Seven mega-cap stocks and AI-related investments.
A New Era
July 14, 2024 | The global transition to a low-carbon economy is poised to be the most substantial economic transformation since the Industrial Revolution, requiring an estimated $150 to $200 trillion in investments over the next three decades.
Money Machines
July 12, 2024 | Steve Eisman, a senior portfolio manager at Neuberger Berman Group, just shared his bullish outlook on U.S. mega-cap technology stocks, saying investors “have to own the big, large-cap tech stocks.”
The Rich Investor Club
July 10, 2024 | The status, once reserved for a select few, now could include one in five American households, opening doors to previously exclusive investment opportunities. But as this club expands, a crucial question emerges: Is membership truly advantageous?
Bulls & Bears
July 8, 2024 | Bubble talk, bubble talk, bubble talk. Another strong bull market means more headlines about a bubble and, increasingly, comparisons to the frothy stock market of 2021 and even that of the roaring 1990s dot-com bubble.
Uncertainty Is Your Friend
July 7, 2024 | Today, we'll discuss how some of the greats — including Warren Buffett, Joel Greenblatt, and Bill Miller — regulate emotions in their investment processes.
Narratives vs. Reality
July 5, 2024 | Politics, politics, politics. Investors just can’t stop talking about a seemingly destabilizing shift in the geopolitical status quo in recent years. Obsessed much?
How the Wealthy Invest
December 23, 2024 | Let’s jump into some charts and headlines that caught our attention this week before we all log off for the holidays. We’re less than two weeks away from unveiling our revamped newsletter.
Still Thriving
December 16, 2024 | We’re still getting everything ready for the updated version of this newsletter, but we’re just popping in to say hi again. In the meantime, let’s jump into some charts and headlines that caught our attention this week.
An Exceptional Valuation
December 9, 2024 | We’ve picked the first company we’ll be breaking down. It’s the only publicly traded stock in the U.S. that enables you to invest in two major North American sports franchises. Sounds compelling, right?
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