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

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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. 

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." 

Bigger Than the Internet

November 22, 2023 | Nvidia strikes again, delivering another blowout quarter in a year defined by them. The chipmaker tripled its revenue year-over-year to $18.1 billion, while profit surged about 14x to $9.2 billion.

Betting on Sam Altman

November 21, 2023 | “Hey ChatGPT, what’s the best way to save OpenAI after its CEO has been ousted?” We already asked the chatbot, but alas, we got no insider insights — finally, a problem not even ChatGPT can solve.

Thanksgiving Economics

November 19, 2023 | Thanksgiving is defined by family gatherings, football, and gratitude, but it’s also a way to study consumer spending power. 

Starlink’s Rapid Rise

November 18, 2023 | SpaceX, an American aerospace company established in 2002 by entrepreneur Elon Musk, has been a pivotal force in the commercial spaceflight era.

Underdog Story

November 17, 2023 | Small-cap stocks are the little guys on Wall Street. These aren’t your Amazons or Apples, which have driven the S&P 500 higher.

Burritos to Lattes

August 14, 2024 | From burritos to lattes — from one iconic American brand to another. That’s the path for star leader Brian Niccol, the Chipotle CEO, who is taking the helm of Starbucks next month.

Carry Trade Blowup

August 12, 2024 | After the dust settled a bit, the upheaval last Monday now appears to have been a short-lived panic triggered by a minor policy adjustment from the Bank of Japan and renewed concerns about a potential U.S. recession.

Rockefeller’s Letters

August 11, 2024 | The ideas that helped drive John D. Rockefeller’s rise to enormous wealth and success come one after the other: Starting points do not determine your endpoint.

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