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Share the Wealth
February 16, 2024 | Private equity (PE) doesn’t exactly have a stellar reputation for treating employees well. Instead, buyout deals usually spur strict cost-cutting and layoffs, providing strong returns for investors in PE funds.
Finance 101
February 15, 2024 | Baylor University is a private, Christian university about 95 miles south of Dallas, with strong athletic programs. But now, it’s getting known for its stellar endowment performance.
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.
America’s Shipbuilding Problem
February 13, 2024 | One of America’s great strategic assets during World War II is long gone: its shipbuilding industry.
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.
The Driver’s Seat
October 4, 2024 | The AI vs. human debate isn’t going anywhere, and a relatively new development suggests that artificial intelligence might already be better than humans in predicting the earnings of publicly traded companies.
High-Growth Paradox
October 2, 2024 | Based on first-order thinking, stocks would perform well in high-growth countries with strong GDP growth. But it’s worth reconsidering that notion.
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.
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