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

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Sea Change

December 28, 2022 | Marks explains that the investment world may be experiencing the third major "sea change" of the last 50 years. In recent years, especially amidst the spike in inflation and the Federal Reserve's response, the market conditions that prevailed during the post-GFC (Global Financial Crisis) period and for much of the last four decades are seemingly reversing.

Forgotten Continent

December 27, 2022 | Despite the traumatic year most of us have experienced in our portfolios, some African countries are raking in new investments.

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.

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.

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.

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