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

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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.

NYC On Sale

February 5, 2024 | Forget this bonkers housing market. How about buying a whole apartment building? New York City apartment buildings are on sale for a bargain, sometimes 50% off.

Housing Revolution

February 4, 2024 | Meet Icon’s Jason Ballard, who wants to put a dent in the affordable housing crisis. Could his tiny Austin, Texas-based company disrupt the trillion-dollar construction industry?

Disappearing Public Companies

February 3, 2024 | Back in 1996, there were over 8,000 public companies trading on American stock exchanges. Fast forward to today, and that number has collapsed to fewer than 3,750. The end result?

Comeback Kid

February 2, 2024 | Two years ago, Facebook’s parent posted the biggest market valuation loss in stock-market history. But Thursday, it reported more impressive quarterly earnings, and its stock rose about 21% on Friday — adding $200 billion to its market cap, the biggest single-session market value addition.

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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