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

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Deep Freeze

August 28, 2023 | Roughly 80% of those partners have a footprint in China. But as U.S.-China relations weaken, Apple is spreading to places such as India, Singapore, Japan, Europe, Thailand, and Vietnam.

On the Road Again

August 27, 2023 | Some of the most profitable American companies operate in what many Americans deem as boring markets. From insurance and oil to the roads we drive on, mundane industries can boast enormous profits.

Economic Complexity

August 26, 2023 | Why do some countries become rich while others stagnate? Can you predict which countries will become wealthy in advance? According to Harvard professor Ricardo Hausmann, the “complexity” of a nation's domestic economy may hold the answers.

Inflation’s Too High

August 25, 2023 | The reality is that although higher interest rates continue to slow the rate of price increases, they won’t bring prices back down. The promise of cooling inflation doesn’t mean a return to pre-pandemic prices.

Knockout Earnings

August 24, 2023 | Chipmaker Nvidia crushed earnings again, signaling that we might only be in the early stages of an artificial intelligence boom.

Taxes of the Caribbean

August 23, 2023 | Yes, the Caribbean is an ideal vacation destination flex on Instagram, but it’s also a great place to dodge taxes and launder money. At least, it has been historically.

Exorbitant Privilege

August 22, 2023 | Goodbye dollar, my old friend: Every few years, markets are consumed by talk about the dollar’s demise as the go-to currency for international banking and trade. Expect that chatter to crescendo heading into this year’s “BRICS” summit — an acronym for Brazil, Russia, India, China, and South Africa — which starts today and runs through Thursday.

Follow The Money

August 21, 2023 | We’ve seen the stories: A mass exodus from New York and California to places like Miami, Nashville, and Dallas. Now, there’s hard data to prove the extent of the moves, particularly in the finance industry.

Six Pack

August 20, 2023 | America’s best-selling beer? A Mexican lager that dethroned Bud Light, which held the No. 1 spot for about 20 years.

Bulls & Bears

July 8, 2024 | Bubble talk, bubble talk, bubble talk. Another strong bull market means more headlines about a bubble and, increasingly, comparisons to the frothy stock market of 2021 and even that of the roaring 1990s dot-com bubble.

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?

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