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

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AI Woodstock

March 18, 2024 | The most important stock in markets is hosting the year's most important conference. That’s right, Nvidia’s annual conference on artificial intelligence — which Bank of America analysts frankly called “AI Woodstock” — commenced today.

Serendipity

March 17, 2024 | Sure, you can chalk up a business’s success to big plans, brilliant ideas, and excellent execution—usually, those go a long way. But much of business (and life) comes down to serendipity—essentially, being in the right place at the right time.

Cybercrime Is Booming

March 16, 2024 | Cybercrime losses have tripled since 2020. Let’s get to all the charts and insights in 2 minutes to read.

Sorry, Realtors

March 15, 2024 | The second-order effects of economic changes are never as obvious as they seem. Take interest rates, for example. Surely, higher rates, boosting mortgage costs, would suppress homebuyer demand, resulting in lower housing prices, right?

Rockets & Feathers

March 14, 2024 | We can’t prove that profits drive prices and vice versa. There are many factors at play. However, consider a rockets and feathers analogy that Goldman economists created.

Left Behind

March 13, 2024 | While the Western world has hiked interest rates in response to a pandemic-era inflation burst, the planet’s third-biggest economy has seemingly missed the memo, keeping interest rates extremely low — Japanese government bonds maturing in 10 years pay meager yields just shy of 0.8%.

It Isn’t Just Big Tech

March 12, 2024 | Against popular belief, this market isn’t just about a few wonderful mega-cap companies. A broad group of companies has fueled the recent climb to record highs, even as monster companies like Apple and Tesla have sunk this year.

Place Your Bets

March 11, 2024 | You can bet on almost anything in markets if you're clever enough. Typically, people think of this in two basic ways — you can bet on stocks, bonds, gold, bitcoin, etc., to go higher or lower in price.

The Sound of Music

March 10, 2024 | Thanks to AI, the music world has been democratized like never before. But it also reignited debates around originality, artistry, and intellectual property.

Essential Intelligence

September 23, 2024 | Today is a special edition centered on discussing the business and valuation of S&P Global, the company behind the S&P 500 index. You can check out the companion podcast episode here to dive even deeper.

How Emotions Are Made

September 22, 2024 | Getting a handle on our complex emotions is a superpower. Managing our emotions in helpful ways can do wonders for us, whether at home, in relationships, or in the stock market. It’s not easy. Fortunately, we can turn to all kinds of research.

Endless Patience

September 20, 2024 | The Messi effect rages on. Since the global soccer superstar joined Major League Soccer’s Inter Miami last year, MLS team values have surged $3.2 billion.

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