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

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At Ease

May 20, 2024 | We see you, bulls. Last week, we discussed how the “everything rally” is in full swing. The latest good news: improving borrowing conditions for U.S. companies.

Staying Power

May 19, 2024 | We're sharing our wonderful interview with Andrew DeNardo of First Realty National Partners (FNRP), a top option for investors seeking high returns in grocery-anchored commercial real estate.

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.

Back-to-Back

November 18, 2024 | Newton’s First Law found that an object in motion stays in motion. U.S. investors are betting on just that for the stock market. We’re amid quite the rally as investor optimism remains high and fund inflows stay strong.

Just Keep Buying

November 17, 2024 | We’re chatting with Blake Millard, author of the popular newsletter, “The Sandbox Daily,” and director of investments at Sandbox Financial Partners, a Registered Investment Advisor (RIA) in Maryland.

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.

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