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

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The Greatest Gift

December 26, 2022 | One of my (Matthew) favorite movies is the holiday classic, "It's a Wonderful Life," the 1946 film where an angel comes to help a frustrated businessman by showing him what life would have been like if he had never existed.

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."

The Sound of Music

March 10, 2024 | Thanks to AI, the music world has been democratized like never before. But it also reignited debates around originality, artistry, and intellectual property.

Bitcoin’s Gravitational Pull

March 9, 2024 | Despite Barbie’s success, Mattel’s stock has been a laggard, rising about 9% over the last year versus roughly 27% for the S&P 500. And going back four decades, Mattel is up just 686% versus the S&P 500’s more than 3,200% return. More fun insights here in 2 minutes to read.

Rich Get Richer

March 8, 2024 | Being wealthy comes with many perks. One of them is the chance to have a devoted investment team managing your money. And the number of wealthy families employing these “family offices” to oversee their assets is booming, tripling since 2019.

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