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

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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.

No Time to YOLO

November 16, 2023 | In just two weeks, the Nasdaq 100 index of big-tech companies has erased three months’ worth of losses. And bitcoin is at its highest level since May 2022 as risky investments return to favor.

Ready for Takeoff

November 15, 2023 | The year is 2040. We all pay for the internet through Starlink using Dogecoin, and Elon Musk controls internet speeds based on the emoji he posts on X (formerly Twitter) that day.

Great Power Competition

November 14, 2023 | Another month, another credit rating agency is downgrading the U.S. government.

Mezzanine Meltdown

November 13, 2023 | Speaking of things that have changed over the decades, as discussed in the intro, something else is very different these days in financial markets — the economic data that previously consumed investors’ attention has changed.

It’s All a Game

November 12, 2023 | Among Time Magazine’s top 100 most influential companies are the usual suspects: Apple, Chipotle, and Disney. But there’s also Duolingo, an American tech company founded by two immigrants that produces the gamified language-learning app with hundreds of millions of downloads. 

Bargain Hunting

August 16, 2024 | Walmart is on a tear. The retail giant’s sales are climbing, pushing its stock to fresh highs this week after a 38% rally this year, compared to the S&P 500’s ~17% gain.

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.

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