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

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The Magic Is Back

March 07, 2023 | Explore Warner Bros Discovery's latest earnings report.

125-Bagger

March 06, 2023 | What if I told you there was a company with the following characteristics:

Read, Read, Read

March 05, 2023 | We could recommend countless classics. Some of our favorites include: Morgan Housel's The Psychology of Money, The Snowball, and Good to Great.

Prediction Machine

March 03, 2023 | If you want to learn more about productivity and environment design, read Atomic Habits by James Clear. 

Fat Pitch

March 02, 2023 | Four years ago, our Stig Brodersen and Preston Psych studied Stanley Druckenmiller in a fascinating podcast episode here.

Corporate Drama

March 01, 2023 | Monopoly remains an enduring artifact of American history and values, despite the reality that its backstory is hardly known.

The Big Picture

February 28, 2023 |  In Warren Buffett’s latest annual letter to Berkshire Hathaway shareholders, the 92-year-old veteran urged investors to do what he’s always done: Focus on the big picture, rather than high inflation, the Federal Reserve, and short-term stock movements.

Silver-Tongued Demagogues

February 27, 2023 | To hear McKenzie's full thoughts on tech layoffs, listen to his Bloomberg interview here.

Trailblazer

February 26, 2023 | Check out our past pieces this month on Michael Jordan, Jay-Z, and Oprah. Or read more about Robert F. Smith here.

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.

The Toolbelt Generation

April 1, 2024 | At first glance this morning over coffee, we thought it was a scam: Gen Z being dubbed “The Toolbelt Generation” by The Wall Street Journal. After all, it is April Fool’s Day.

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