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

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The Holiday Effect

April 08, 2023 | In addition to its spiritual and cultural significance, Easter can also have an impact on the stock market, as traders and investors adjust their behavior and activity levels in response to the holiday season.

Buying Time

April 06, 2023 | If you want to learn more about how you can get more happiness for your money, read “Happy Money” by Dr. Elizabeth Dunn and Michael Norton.

Brick & Mortar

April 05, 2023 | Read our main story on Barnes & Noble's resurgence, and much more.

Ponzi Origins

April 04, 2023 | To learn more about Charles Ponzi, read Zuckoff's book or listen to this podcast from NPR.

Shoe Dog

April 03, 2023 | You may read Knight’s wonderful memoir here. And here’s our podcast episode on Knight and the book; it’s worth a listen.

Deep Work

April 02, 2023 | How often do you find deep work? Undistracted, deep states of flow, where you can immerse yourself in making meaningful progress?

Why We Enjoy Spending

April 01, 2023 | Money can buy wonderful things. Yet, apparently, it doesn't buy things we can’t live without, like love, friendships, family, or good health.

Structural Vulnerabilities

March 31, 2023 | A flood of cash into U.S. money market funds could exacerbate banking strains, as Treasury secretary Janet Yellen warned of “structural vulnerabilities” in the sector.

Cats & Dogs

March 30, 2023 | The industry has seen a major lift as households adopted pets during the pandemic. Its market size is estimated to be over $100 billion in the United States alone.

Big, Little Guys

April 4, 2024 | David — small-caps — isn’t a monolith. Sure, in aggregate, they’re underperforming their S&P 500 peers, but a few winners are claiming greater sway over the market-cap weighted Russell 2000 index for small-cap stocks.

Yuan Problem

April 3, 2024 | Let’s talk currencies. It’s one of those corners in financial markets that are surprisingly forgettable despite forex’s massive importance — the global currency exchange market is actually considered the biggest and most liquid financial market.

Debt Danger

April 2, 2024 | Folks, we may have a debt problem. Bloomberg Economics ran a million forecast simulations on the U.S. debt outlook — 88% of which show borrowing on an unsustainable path, which poses economic, national security, and social challenges if not addressed.

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