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Blame The Dollar

December 22, 2023 | Many folks will get Nike apparel as Christmas gifts this year, but Nike is on investors’ naughty list.

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.)

The Last Mile

December 18, 2023 | Andrew Carniegie’s days are long over and technology dominates the business news cycle. But U.S. Steel is still one of America’s largest corporations.

Making Sense of Numbers

December 17, 2023 | When Nuno Job founded Decipad in 2020, he had bold ambitions: To change the world’s relationship with numbers.

Olive Oil Ain’t Cheap

December 16, 2023 | 406 years. That was the last time Mount Fuji erupted, with the eruption beginning on this day (December 16th) and lasting for 17 days. Learn something new every day, right?

Shrinking the Fed’s Balance Sheet

December 15, 2023 | We don’t intend to put a damper on the weekend or distract from the market rally since the Federal Reserve shifted to loose monetary policy.

Private Problems

December 14, 2023 | Two years after Wall Street began splurging on buying music rights, the music has stopped, and interest has seemingly dried up.

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The Joys of Compounding

September 8, 2024 | Few individuals have studied the art of investing and the good life more than Gautam Baid. We chat with Baid about his writing, investing approach, life lessons, and more.

Clearly Cooled

September 6, 2024 | On Friday, the August jobs report showed the U.S. economy added 142,000 jobs last month, less than expected. This rebound from the soft July data that prompted a market selloff is more evidence that the labor market is a far cry from what it was circa 2021.