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

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Dear Diary

January 27, 2023 | Stocks continue to roll in 2023. Whether it's another bear market rally or a new bull run remains to be seen, but so far the S&P 500 has risen nearly 7% this year, led by the technology sector.

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

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."

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. 

Left Behind

March 13, 2024 | While the Western world has hiked interest rates in response to a pandemic-era inflation burst, the planet’s third-biggest economy has seemingly missed the memo, keeping interest rates extremely low — Japanese government bonds maturing in 10 years pay meager yields just shy of 0.8%.

It Isn’t Just Big Tech

March 12, 2024 | Against popular belief, this market isn’t just about a few wonderful mega-cap companies. A broad group of companies has fueled the recent climb to record highs, even as monster companies like Apple and Tesla have sunk this year.

Place Your Bets

March 11, 2024 | You can bet on almost anything in markets if you're clever enough. Typically, people think of this in two basic ways — you can bet on stocks, bonds, gold, bitcoin, etc., to go higher or lower in price.

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