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

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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?

Time and Space

December 13, 2022 | We use money every day in various forms, from cash payments to swiping our credit and debit cards to venmoing friends, or perhaps in saving for the future with money market funds, gold, or, more controversially, Bitcoin.

Fusion Energy

December 12, 2022 | As financial markets adjust to rising interest rates this year, some pockets of the financial system are more impacted than others.

Art Of Subtraction

December 11, 2022 | The art of subtraction is incalculably important, particularly in an age of information overload when our minds can so easily become scattered...

Sugar, Money, and Dirt

December 09, 2022 | When asked what his circle of competence is, Gayner likes to say, "Sugar, money, and dirt." The sugar component includes businesses that produce food, candy, chocolate, and alcohol. Products that human beings love and use regularly.

Cash Pile

December 08, 2022 | The finance industry has structurally changed over the past few decades with a major tilt towards democratization. Today, we'd like to focus on so-called "passive investing."

Money Laundering

December 07, 2022 | There's only one man besides Warren Buffett that Charlie Munger trusts with investing his capital. That gentleman is Li Lu.

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.

Sell My Votes

March 7, 2024 | Can you buy shareholder votes in a company, hoping to influence its corporate governance decisions, without buying more shares of stock explicitly? Yes, and it’s actually legal to do, though not hugely popular. Well, except in niche situations.

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