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

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Hard Or Soft Landing?

September 22, 2023 | While bond investors worry about a soft landing hurting bond prices, stock investors are selling hand over fist — but for different (and overlapping) reasons.

Betting On TikTok

September 21, 2023 | One very wealthy man doesn’t just want to avoid a TikTok ban — he’s putting his money where his mouth is, pouring more than $60 million in support of Club for Growth, a Conservative Super PAC pushing against bans.

Greedflation

September 19, 2023 | In the hedge fund world, it’s almost always about leverage, short-term profit, and risk. Bear this in mind as you consider the following:

Wall Street + AI

September 18, 2023 | A triple whammy is discouraging big companies from buying back their shares: high-interest rates, growing pressure to re-invest in the business, and regional banking turmoil.

Sleep Tight

September 17, 2023 | Over the past decade, new science and research have pointed to the benefits of quality sleep, including better mood, energy, and decision-making.

Hustle & Bustle

September 16, 2023 | The prevalence of anxiety has reached alarming levels, touching the lives of millions. While Americans have long been considered among the most anxious globally, recent data exacerbates the concern.

Big Three

September 15, 2023 | The United Auto Workers (UAW) union initiated coordinated walkouts at three manufacturing plants owned by General Motors, Ford, and Stellantis (the parent company of Chrysler.) The strike marks the most extensive labor movement in the U.S. industrial sector in years.

Bond King

September 14, 2023 | Ray Dalio bootstrapped the world’s biggest hedge fund, Bridgewater Associates, from essentially nothing. In doing so, his firm mastered trading in many different types of financial markets and is no stranger to the market for U.S. government debt — Treasury bonds.

Uncertainty Is Your Friend

July 7, 2024 | Today, we'll discuss how some of the greats — including Warren Buffett, Joel Greenblatt, and Bill Miller — regulate emotions in their investment processes.

Narratives vs. Reality

July 5, 2024 | Politics, politics, politics. Investors just can’t stop talking about a seemingly destabilizing shift in the geopolitical status quo in recent years. Obsessed much?

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.

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