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

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Bond Rally Goes Poof

February 14, 2024 | And just like that, they’re gone. No, that’s not a Valentine’s Day musing about the one who got away. Rather, we’re talking about bond market gains since investors got hooked on the prospect of rate cuts in 2024 amid the Fed’s December meeting.

Illegal Index Funds

February 12, 2024 | Should index funds be illegal? It’s more of an intellectual question than a serious one. For example, the U.S. stock market couldn’t really function if 100% of investors held all their money in S&P 500 index funds, at least not as any useful tool for allocating capital.

Hollywood Economics

February 11, 2024 | The film industry isn’t all glamorous. For every big hit that makes hundreds of millions — like “Oppenheimer” and “Barbie,” countless films go virtually unheard of.

Secret Sauce

February 10, 2024 | Wouldn’t the office be better if we all took a collective coffee break?

Sam Altman’s $7 Trillion Plan

February 9, 2024 | Sam Altman, CEO of the company that created ChatGPT, has probably never been criticized for a lack of ambition. His latest endeavor is, to say the least, quite ambitious.

The Big Review

February 8, 2024 | McKinsey has warned about 3,000 of its consultants that their performance was “unsatisfactory” and must improve. Otherwise, they could be removed from the company.

Burrito Season

February 7, 2024 | It’s never been easier to have Uber deliver your Chipotle order, and coincidentally, both companies reported earnings this week.

A Golden Moment

September 30, 2024 | Gold isn’t the only precious metal on a hot streak. Silver is having a golden moment of its own. The commodity’s price has jumped roughly 32% this year, beating out gold, which is hitting record highs.

Outsized Returns

September 29, 2024 | Today, we'll discuss the journey of another investor: Lance Jubel of Aberrant Capital Management. All this, and more, in just 6 minutes to read.

Million-Dollar Cities

September 27, 2024 | We’re highlighting some of our top podcasts, YouTube videos, and social posts in recent months. Enjoy!

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