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

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Striking Gold

May 17, 2024 | The “everything rally” has been in full swing. Everything from bitcoin and tech stocks to home prices to gold, copper, and utilities stocks have been soaring.

Blind Chance

May 15, 2024 | Can random dart throws outperform professional investors? The Wall Street Journal conducted another experiment inspired by Burton Malkiel's "A Random Walk Down Wall Street.”

Baby Berkshire

May 13, 2024 | The Berkshire Hathaway annual meeting is in the rearview, but the Markel Group’s (ticker: MKL) shareholder meeting — what some call “Baby Berkshire” — is up next in Richmond, Virginia, from May 21-22.

Obsessive Geniuses

May 12, 2024 | Today, we’re chatting with Eric Jorgenson, a prolific writer, early-stage investor, and Scribe Media CEO. All this, and more, in just 5 minutes to read.

Exit Options

May 10, 2024 | The initial public offering (IPO) market is coming back, but the recovery hasn’t exactly been swift. See, 2022 and 2023 weren’t all that favorable for companies looking to go public.

Want More Nvidia?

May 8, 2024 | More rally, more risk. If Nvidia’s 88% surge this year isn’t good enough, there might be a financial product just for you.

Back to the Future

May 6, 2024 | Could fixed income be back in vogue? The resurgence of fixed-income assets, particularly U.S. Treasuries, is happening amid rising interest rates and a shift in market dynamics.

Sage of Omaha

May 5, 2024 | If you had invested $1,000 in the S&P 500 in 1965 when Warren Buffett started at Berkshire Hathaway, you would have about $300,000 today.

May Day?

May 3, 2024 | The Wall Street adage "sell in May and go away" — popularized by the Stock Trader's Almanac — has long been a staple strategy among investors.

Berkshire’s Portfolio Tweaks

November 15, 2024 | Every few months, we get a fresh slate of 13F filings telling us what changes institutional investors have made to their portfolios — at a 45-day delay. And eagle-eyed 13F watchers are all excited at the latest batch.

Show Off

November 13, 2024 | Spotify’s financial turnaround continues to impress. While concert-goers face steep ticket prices sometimes reaching $500-$1,000, Spotify's monthly subscription fee of about $12 seems like a bargain.

Record Territory

November 11, 2024 | Talk about a tear. Bitcoin now sets new records almost daily, climbing above $87,000 for the first time.

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