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

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Bitcoin’s Gravitational Pull

March 9, 2024 | Despite Barbie’s success, Mattel’s stock has been a laggard, rising about 9% over the last year versus roughly 27% for the S&P 500. And going back four decades, Mattel is up just 686% versus the S&P 500’s more than 3,200% return. More fun insights here in 2 minutes to read.

Rich Get Richer

March 8, 2024 | Being wealthy comes with many perks. One of them is the chance to have a devoted investment team managing your money. And the number of wealthy families employing these “family offices” to oversee their assets is booming, tripling since 2019.

Sell My Votes

March 7, 2024 | Can you buy shareholder votes in a company, hoping to influence its corporate governance decisions, without buying more shares of stock explicitly? Yes, and it’s actually legal to do, though not hugely popular. Well, except in niche situations.

Gold Rush

March 6, 2024 | Bitcoin is soaring, and some say Bitcoin is “digital gold.” But how about regular gold? It’s enjoying a nice little run of its own.

Apple Stumbles

March 5, 2024 | One of the market’s most important stocks and a pillar of the “Magnificent 7” is off to a bumbling start for 2024. On Tuesday, Apple shares fell almost 3%, marking an over 8% decline for the year.

Thanks, Big Tech

March 4, 2024 | Bitcoin is booming, tech stocks are flying, and monetary policy is softening as the Fed contemplates cuts. It feels like 2020 and 2021 again. Yet, a common response to market euphoria back then pointed to the four-letter acronym “ZIRP,” which stands for Zero Interest Rate Phenomenon.

Liquid Gold

March 3, 2024 | With the rapid growth in alternative investments over the past 10 years, Jeremy Kasler was surprised to find one asset that had flown under the radar. Bourbon.

The Midas Touch

March 2, 2024 | How did Finland go from a high suicide rate to the world’s “happiest” country? There wasn’t one quick fix. A handful of factors helped citizens’ health, including reduced stigma, lower rates of drinking alcohol, antidepressants, and government programs.

Record Highs

March 1, 2024 | Stocks continued to surge Friday to kick off March, a sign that investors remain optimistic on mega-cap technology stocks and the artificial intelligence boom. As the Nasdaq and S&P 500 hit new record highs on Friday, investors proved they’re also optimistic about slowing inflation.

Gaining Confidence

September 18, 2024 | The Federal Reserve cut interest rates by half a percentage point on Wednesday, a bold start to its rate reduction campaign and its first cut since 2020.

End of an Era

September 16, 2024 | This is the week. It’s a big one: The Federal Reserve’s rate cuts are upon us. In the coming months, those rate cuts will ripple through the economy, from businesses to home and car buyers to everything in between.

Unshakeable

September 15, 2024 | Today, we're chatting with Frederico Santarém, a member of our Mastermind Community, about his investing process, influences, and long-term ownership of great companies.

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