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

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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.

Hidden Treasure

September 29, 2023 | Yesterday, we covered the looming U.S. government shutdown (which looks almost certain to happen now this weekend). Today, we’re covering it again, with more of a focus on its subtle but meaningful impact on finance markets.

Moody’s Warning To Investors

September 28, 2023 | Moody’s one of three big credit ratings agencies in the U.S., is warning us about “systemic risk” in the leveraged lending market.

Unreasonable Hospitality

July 21, 2024 | Will Guidara has redefined the meaning of hospitality. His approach, which he calls "unreasonable hospitality," goes beyond the expected service norms to create unforgettable experiences that resonate with guests long after their meal ends.

America’s Borrowing Binge

July 19, 2024 | We all know the U.S. fiscal outlook is deteriorating by now, yet Wall Street appears unfazed by this development.

From Zero to Billions

July 17, 2024 | Cybersecurity is pretty, pretty important these days, and you need to look no further than the brilliant minds at Wiz.

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