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

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Cracks Emerge

September 27, 2023 | If you’ve been under a rock this year, two things have underpinned the stock market’s recovery in 2023 after an ugly 2022: Optimism about AI and a resilient U.S. consumer.

Convertible Cruisin’

September 26, 2023 | Investors and regulators have a new name for private equity’s laggards: zombies.

Amazon’s Next Frontier

September 24, 2023 | In mid-2021, Jeff Bezos stepped down as Amazon CEO — 27 years after he launched the e-commerce giant out of a garage near Seattle. One of Bezos’ final big questions: What will Amazon’s fourth pillar be?

Can’t Lose

September 23, 2023 | Sometimes, when people first learn about investing, they ask innocently naive questions like, “Is it possible to do this without losing any money?”

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:

The Little Guys

July 15, 2024 | Last Thursday, the stock market had a pretty big reversal, particularly affecting the Magnificent Seven mega-cap stocks and AI-related investments.

A New Era

July 14, 2024 | The global transition to a low-carbon economy is poised to be the most substantial economic transformation since the Industrial Revolution, requiring an estimated $150 to $200 trillion in investments over the next three decades.

Money Machines

July 12, 2024 | Steve Eisman, a senior portfolio manager at Neuberger Berman Group, just shared his bullish outlook on U.S. mega-cap technology stocks, saying investors “have to own the big, large-cap tech stocks.”

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