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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.
Surviving Winter
December 06, 2022 | At a "Carbonomics" conference in London last week, senior leaders across Goldman Sachs shared their perspectives on how Europe's energy crisis is unfolding.
Is China The Next Japan
December 05, 2022 | In recent years, paranoia has increased dramatically over whether the U.S. will cede its position as the world's top economy and military power to China.
First Things First
December 03, 2022 | At our company, we call this "opportunity cost," and we address it in our corporate values. It's actually our number one value: "Doing first things first."
One Up On Dalal Street
December 02, 2022 | Can you imagine starting with about $420 in capital in 1985 and amassing a fortune worth $5.8 billion by 2022? Well, that's exactly what Rakesh Jhunjhunwala accomplished, starting off trading stocks on the Bombay Stock Exchange on Dalal Steet in India.
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.
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.
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