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

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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.

Withdrawal Limits

December 01, 2022 | We've heard analysts calling for a recession for much of this year, yet, economic growth seemingly remains relatively robust. So what's the deal? Has a recession already started, is it just around the corner, or are we in the clear?

Vanishing Equity

November 30, 2022 | The market has gone eerily quiet in many places. Buyers are exiting the stage and so are sellers. The real estate agents who served them during the pandemic housing frenzy are now left scrambling for listings or even searching for new careers as deal flow plummets.

“Death Spiral”

November 29, 2022 | In legendary investor Howard Marks' most recent memo for Oaktree Capital Management, he seeks to answer the question: "What really matters or should matter for investors?"

Big Flush

November 28, 2022 | If you're unfamiliar, the "Buffett Indicator," derived from Warren Buffett, is a ratio calculated by dividing the U.S. stock market's total value by GDP.

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.

Gold Rush

March 6, 2024 | Bitcoin is soaring, and some say Bitcoin is “digital gold.” But how about regular gold? It’s enjoying a nice little run of its own.

Apple Stumbles

March 5, 2024 | One of the market’s most important stocks and a pillar of the “Magnificent 7” is off to a bumbling start for 2024. On Tuesday, Apple shares fell almost 3%, marking an over 8% decline for the year.

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