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

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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.

Margaritaville

September 05, 2023 | In the 10th episode of season 7 of The Office, Michael Scott spirals about China’s economy taking over the world. It’s starting to look like Oscar was right after all, though — Bloomberg Economics no longer expects China to consistently eclipse the U.S. as the world’s largest economy in the coming decades.

Pickleball Fever

September 03, 2023 | Like many great ideas, America’s hottest sport today was invented by accident. It was the summer of 1965 on Bainbridge Island in Washington, and three friends were searching for something to do.

Messi-Mania

September 02, 2023 | Lionel Messi, the Argentinian soccer star with 44 trophies, is the pinnacle of achievement and distinction in the soccer world.

When the Dust Settles

August 31, 2023 | The Swiss banking giant, UBS, just reported the largest-ever profit for a bank. So why is it cutting 3,000 jobs?

Quiet Cutting

August 30, 2023 | We’ve all heard of “quiet quitting” — when employees put in enough effort to keep their jobs without doing anything more.

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.

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.

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