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

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Comfort Meets Style

October 08, 2023 | Several years ago, women’s athleisure brands like Lululemon and Athleta thrived, but men had limited options. Kudla saw a clear opportunity in the marketplace.

Money Printer

October 07, 2023 | There’s always been tension in Hollywood around prop money: If it looks too fake, the audience will be turned off. But if it looks too real, that creates other problems.

Bond Vigilantes

October 06, 2023 | The latest meme stock? Not Gamestop, AMC, or Bed, Bath & Beyond. Instead, the market for long-term U.S. government debt (Treasury bonds) looks rather meme-esque.

Ozempic Era

October 05, 2023 | Americans are in their Ozempic era. And soon, food producers may face a new challenge: Consumers losing their appetites for pizza, potato chips, and ice cream.

The YOLO Economy

October 04, 2023 | YOLO: “You only live once.” In this edition, we talk about why Americans are spending like there’s no tomorrow.

Meta’s Gambit

October 03, 2023 | The U.S. and its allies have faced a conundrum: The world needs Russian oil to keep flowing; otherwise, the supply dropoff could spawn a shortage that pushes energy prices dramatically higher (offsetting efforts to control inflation.)

Slow Reckoning

October 02, 2023 | In popular areas like Miami, Austin, Charlotte, Phoenix, and Nashville, a glance at downtown includes cranes — so many cranes. In some cities, there’s construction for new apartment buildings happening everywhere.

Pahk the Cah

October 01, 2023 | Today, there could be over 1 billion parking spots in America, thanks to steady growth for decades. Today, we'll discuss who profits from parking lots and garages.

Tipflation

September 30, 2023 | While requests for tips by service workers have increased, actual tipping hasn’t kept pace. Learn more about it here.

Bigger Not Better

July 3, 2024 | Recall that in 2008, Warren Buffett famously placed a million-dollar bet that an S&P 500 index fund would beat the funds of funds hedge fund managers would select. Of course, the Oracle of Omaha was proven right.

Winners and Losers

July 1, 2024 | The second half of the year is underway. Somehow, it’s already the start of the third quarter after a very strong first six months in 2024. Here’s a quick recap of the gains year-to-date.

Exposing Corporate Misconduct

June 30, 2024 | When Edwin Dorsey published a deep dive about The Joint Corp., a nationwide network of chiropractors, the company was valued at $1.39 billion. Its shares had recently run up about 3,500%, trading at roughly 80x profit.

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