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

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Market Anomalies

December 23, 2022 | According to Scott Bauer of CME Group, the anomaly extends back to the 1970s, when traders noticed that returns tended to be exceptionally strong in the first trading session after Christmas and in the two sessions following the New Year.

Yield Giving

December 22, 2022 | Amid giving season, it's a great time to dissect Scott's philanthropic efforts. Plus, the novelist, activist, and ex-husband of Jeff Bezos just launched a site to track how she donates her money, and why.

Just Do It

December 21, 2022 | We’ll discuss two items in the news today: Strong earnings from Nike, and Apple’s latest moves to keep its production of iPhones and MacBooks operating smoothly, plus our main story on trend following as an investment strategy.

Spending Spree

December 20, 2022 | Hagstrom is a brilliant writer and researcher uncovering many details about Buffett, who bought his first stock at age 11 and read every book on investing in the Omaha libraries.

Japan’s Pivot

December 19, 2022 | Unsurprisingly, supply chains are unfathomably complicated, and our fragile system wasn't prepared for those disruptions. Masturzo notes, "Central banks are actively raising rates in an effort to put the lid back on the pot, but massive sovereign debt levels challenge this effort."

Setting Expectations

December 18, 2022 | When we compare ourselves to others, we implicitly set expectations for our lives that aren't always attainable and serve to make us appreciate what we have less.

BlackRock’s Warning to Investors

December 16, 2022 | With interest rates surging higher this year, many institutional investors are starting to find bonds priced quite cheaply since bond prices and interest rates have an inverse relationship. BlackRock (BLK), however, does not.

Pump-and-Dump

December 15, 2022 | Today, we'll discuss two items in the news: Why the risk of Chinese stocks being delisted has fallen, and the influencers caught up in a pump-and-dump scheme, plus our main story on the crises in "crypto."

Changing The Rules

December 14, 2022 | We love discussing investment ideas and strategies but mastering your personal finances is 10X more important than picking the right stocks. Without a sound financial plan, how can you possibly hope to allocate your money accordingly to reach retirement and lifestyle goals?

Liquid Gold

March 3, 2024 | With the rapid growth in alternative investments over the past 10 years, Jeremy Kasler was surprised to find one asset that had flown under the radar. Bourbon.

The Midas Touch

March 2, 2024 | How did Finland go from a high suicide rate to the world’s “happiest” country? There wasn’t one quick fix. A handful of factors helped citizens’ health, including reduced stigma, lower rates of drinking alcohol, antidepressants, and government programs.

Record Highs

March 1, 2024 | Stocks continued to surge Friday to kick off March, a sign that investors remain optimistic on mega-cap technology stocks and the artificial intelligence boom. As the Nasdaq and S&P 500 hit new record highs on Friday, investors proved they’re also optimistic about slowing inflation.

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