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

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Slow and Steady

May 31, 2023 | Costco opened in 1976 in a converted airplane hangar on Morena Boulevard in San Diego, a humble beginning for a global company that now posts a market cap of over $220 billion.

Grillin’ & Chillin’

May 28, 2023 | Since the pandemic began, Americans have spent more on their homes and backyards. Yeti coolers have become popular, craft beer fills coolers, and Char-broil, Weber, and Blackstone grills sold off the racks as people put their stimulus money to use.

The Paradox of Choice

May 27, 2023 | Ever found yourself caught up in a Netflix browsing marathon, floundering in a sea of takeaway options, or navigating the risky quest of picking a birthday gift for your better half? Today, we're discussing the “Paradox of Choice.”

Iron Mike

May 26, 2023 | Mike Tyson ruled the sports scene in the '80s and forever imprinted his name on boxing. Read our main story on one boxing legend’s (financial) rise and fall.

AI Gold Rush

May 25, 2023 | As we outline in the news today, Nvidia’s stock has soared in 2023, largely thanks to how critical its products are in empowering ChatGPT and other services from healthcare to cloud to computer hardware.

How ChatGPT Actually Works

May 24, 2023 | Artificial intelligence (AI) is all the rage with investors. In 2017, it was blockchain; in 2021, it was the metaverse; and in 2023, everyone’s talking about AI.

Grave Dancer

May 23, 2023 | Many successful leaders, entrepreneurs, and investors aren’t known for complicated strategies or formulas. They kept it simple, stuck to relationships, and kept learning as much as possible. Over time, the rewards compounded.

Cash is king

A popular pandemic-era expression among investors was “cash is trash.”

Exit Options

May 10, 2024 | The initial public offering (IPO) market is coming back, but the recovery hasn’t exactly been swift. See, 2022 and 2023 weren’t all that favorable for companies looking to go public.

Want More Nvidia?

May 8, 2024 | More rally, more risk. If Nvidia’s 88% surge this year isn’t good enough, there might be a financial product just for you.

Back to the Future

May 6, 2024 | Could fixed income be back in vogue? The resurgence of fixed-income assets, particularly U.S. Treasuries, is happening amid rising interest rates and a shift in market dynamics.

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