Get smarter about valuing businesses in just a few minutes each week.

Get the weekly email that makes understanding intrinsic value
easy and enjoyable, for free.

On The Move

January 22, 2024 | American workers are getting antsy. About 85% of 1,000 U.S. professionals polled in a new LinkedIn survey say they’re considering changing jobs this year, up from 67% a year ago. About 90% of Gen Z workers — in their early and mid-20s — and 92% of millennials are considering a job change in 2024.

Coffee Powerhouse

January 21, 2024 | Two part-time baristas in Seattle meet at a dive bar, become best friends, move to Philadelphia, and open a one-off coffee shop in a run-down area of the city. That doesn’t sound like a path to a $900 million coffee brand, right?

New Beginnings

January 20, 2024 | Rates might be headed back down, but housing affordability isn’t getting any better.

The Great Inversion

January 19, 2024 | Tom Cruise may have been inverted in Top Gun, but the Treasury yield curve probably won’t be for much longer.a

Force Multiplier

January 18, 2024 | A program meant to accelerate the transition from fossil fuels is helping put cash in renewable energy companies’ pockets by selling tax breaks to corporate giants like JPMorgan.

Crowded Trade

January 17, 2024 | In Bank of America’s surveys of investment fund managers since 2017, U.S. tech stocks (aka “Magnificent Seven”, big tech, Nasdaq, FAANG, etc.) have frequently been reported as the “most crowded trade” in markets.

Space Farming

January 16, 2024 | Our Chart of the Day (in the section above) shows that Chinese growth remains a top concern for the global economy.

MLK’s Call for Economic Justice

January 14, 2024 | Martin Luther King Jr. isn’t often remembered for his critically important, passionate message to redistribute wealth. But the Civil Rights leader urged political leaders and the community to end economic disparities, mitigate poverty, and improve education. He knew that to improve equality and foster peace, the economic and wealth systems had to improve, too — both for Black and white Americans.