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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.

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."

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AI Woodstock

March 18, 2024 | The most important stock in markets is hosting the year's most important conference. That’s right, Nvidia’s annual conference on artificial intelligence — which Bank of America analysts frankly called “AI Woodstock” — commenced today.

Serendipity

March 17, 2024 | Sure, you can chalk up a business’s success to big plans, brilliant ideas, and excellent execution—usually, those go a long way. But much of business (and life) comes down to serendipity—essentially, being in the right place at the right time.