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New Year’s Resolutions
December 30, 2023 | Tomorrow is New Year’s Eve, and nearly half of all American consumers will make resolutions for 2024.
Party Like It’s 1999
December 29, 2023 | The Nasdaq 100 is partying like it’s 1999.
Phantom Debt
December 28, 2023 | Wells Fargo calls BNPL loans “phantom debt” that trick “consumers into a false security in which many small payments add up to one big problem.”
Out of Gas
December 27, 2023 | Apparently, we’ve become a stay-at-home nation. We have more cars than ever, yet we’re driving less.
Mega-Cap Dominance
December 23, 2023 | This is the last time we’ll be in your inbox for a few days as we take some time with our families for the holidays but we’ll see you again on December 27. In the meantime, there’s plenty of great stuff packed into today’s newsletter for you to enjoy.
Blame The Dollar
December 22, 2023 | Many folks will get Nike apparel as Christmas gifts this year, but Nike is on investors’ naughty list.
Let’s Go Private
December 21, 2023 | Argentina’s recently inaugurated new President, Javier Milei, is pushing forward with his reforms, now targeting state-run companies and aiming to turn them into more efficient, privately-run businesses.
Frozen Assets
December 20, 2023 | The U.S. and Europe are sitting on billions of dollars worth of “frozen” Russian financial assets, seized shortly after Russia invaded Ukraine.
Winter Is Coming
December 19, 2023 | Winter is coming. December 21st is the Winter Solstice, but for investment bankers, private equity firms, and corporate decision-makers, winter is already here (and has been for a while.)
End of an Era
September 16, 2024 | This is the week. It’s a big one: The Federal Reserve’s rate cuts are upon us. In the coming months, those rate cuts will ripple through the economy, from businesses to home and car buyers to everything in between.
Unshakeable
September 15, 2024 | Today, we're chatting with Frederico Santarém, a member of our Mastermind Community, about his investing process, influences, and long-term ownership of great companies.
Easy Come, Easy Go
September 13, 2024 | Americans could use housing relief. Many renters (about half) spend 30% or more of their income on housing, and the housing market is coming off its worst spring season in 12 years.
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