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Trouble Beneath the Surface
January 26, 2023 | As a follow-up to her past piece on mean reversion, Rebecca Hotsko, the host of our Millennial Investing podcast, joins us again today to discuss why multiple expansion/contraction is a critical component of your investment return.
Risk & Return
January 25, 2023 | “People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game.” — Peter Lynch
Launching Your Own ETF
January 24, 2023 | Do you have an idea for your own exchange-traded fund (ETF)?
Less is More
January 23, 2023 | Warren Buffett's "20 slot" rule might be extreme for some, but it's a striking reminder of the power of simplicity, both in investing and life.
The Four Agreements
January 22, 2023 | Don Miguel Ruiz's classic little book, The Four Agreements, was originally published in 1997 as a guide to proper conduct, spiritual freedom, and a life with fewer limitations.
The Changing Face of Globalization
January 20, 2023 | "Our whole premise is you construct an investment portfolio based on what you don't know. You make it so that it performs its best in the extremes...it's not predicting what you think you know, it's constructing resilience for what you don't know."
Will the U.S. Default?
January 19, 2023 | What happens when the CEO comes back?
Managing Debt Crises
January 18, 2023 | Debt crises and financial panics have transcended time and space, rearing their ugly heads across nearly every major civilization to have ever existed.
King Cheese
January 17, 2023 | Believe it or not, it's cheese. See, since 1953, the regional bank Credito Emiliano (known locally as Credem) has accepted giant wheels of Parmigiano-Reggiano cheese as collateral for small-business loans.
Gold Rush
March 6, 2024 | Bitcoin is soaring, and some say Bitcoin is “digital gold.” But how about regular gold? It’s enjoying a nice little run of its own.
Apple Stumbles
March 5, 2024 | One of the market’s most important stocks and a pillar of the “Magnificent 7” is off to a bumbling start for 2024. On Tuesday, Apple shares fell almost 3%, marking an over 8% decline for the year.
Thanks, Big Tech
March 4, 2024 | Bitcoin is booming, tech stocks are flying, and monetary policy is softening as the Fed contemplates cuts. It feels like 2020 and 2021 again. Yet, a common response to market euphoria back then pointed to the four-letter acronym “ZIRP,” which stands for Zero Interest Rate Phenomenon.
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