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The Next Chipotle?
December 03, 2023 | Earlier this year, Cava became the first restaurant company to go public since Sweetgreen in 2021, with a roughly $4.7 billion valuation in June. That raised one big question: Could Cava follow in Chipotle’s footsteps?
Same As Ever
December 02, 2023 | Today, we’re unveiling our fancy new and improved Saturday edition — a curation of the best podcasts, charts, articles, and ideas we’ve encountered each week.
Bonds Are SO Back
December 01, 2023 | At long last, the bond market is in the driver’s seat.
Blackmail Me
November 30, 2023 | Are banks in trouble? Depends on who you ask and which banks you’re talking about.
A Legend Is Gone
November 29, 2023 | Tributes are pouring in after investing legend Charlie Munger died Tuesday at 99. Warren Buffett’s right-hand man helped build Berkshire Hathaway into a giant, and his way with words has left impressions on generations of long-term investors.Â
Whiskey Wars
November 28, 2023 | You’ve heard it before — all the reasons individuals and businesses are pessimistic about the economy.
Zombie Malls
November 27, 2023 | Investors keep adding to stocks this year, as shown in our Chart of the Day above. But they’ve also been busy doing something else: Sitting on cash.Â
Spinning Out
November 26, 2023 | Once a high-flying fitness craze, Peloton is just trying to stay afloat today.
Manufacturing Miracle
November 25, 2023 | Whether it's T-shirts, toys, shoes, home decor, electronics, or dozens of other products, we all own something (or many things) labeled "Made in China."Â
Charlie Munger’s Predicament
August 4, 2024 | At 31, Charlie Munger found himself at a devastating low point. Each personal tragedy alone could break a spirit, but Munger refused to succumb to despair.
Correction Territory
August 2, 2024 | Folks, the unemployment rate is ticking up — it just hit its highest level since the fall of 2021. Broadly, the U.S. job market showed significant signs of cooling.
Heating Up
July 31, 2024 | It’s the heart of air conditioning season, and one of the greatest beneficiaries of this time of year are the AC companies powering our homes, offices, and other businesses.
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