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

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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.

Inflation & iPhones

September 13, 2023 | The iPhone 15 isn’t as controversial as when Apple removed the home button, but new iPhones will feature updated cameras, buttons, aesthetics, and most notably, a new charging port, supporting customers’ pockets and assortment of cables.

Wealth Destroyers

September 12, 2023 | A discovery in the crater of an ancient supervolcano along the Nevada-Oregon border has geologists, economists, investors, and even the U.S. government buzzing about the potential ramifications.

Unseating China

September 11, 2023 | Last year, while just about every other sector sold off, energy companies were the market’s best performers. In fact, it was the only S&P 500 sector to close 2022 with gains. This year, oil-and-gas companies are hot again after a quick breather.

Corporate Paradise

September 10, 2023 | No matter where you live, you probably interact with Delaware companies daily. Possibly, every hour. Delaware is a corporate paradise, with more registered businesses than residents. Read more here.

Hot New Thing

September 09, 2023 | You don’t normally think of the finance industry as “inventing” new things. If anything, most people probably think the financial system is bloated and unnecessarily esoteric.

Wrecking Ball

September 08, 2023 | This summer, the biggest markets story is arguably not China’s slumping economy, the AI-driven tech boom, or whether the Fed will keep hiking interest rates. There’s one thing at the intersection of these stories and many others: The surging U.S. dollar.

False Positive

September 07, 2023 | Do you have employer-sponsored health insurance? You might have noticed the rising cost. If you haven’t, your employer probably has.

Cut Through The Noise

September 06, 2023 | It’s never a bad time to be a famous musical artist, but it’s about to get even better.

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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