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

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ETF Graveyard

November 21, 2022 | Because ETFs typically rely on a fixed percentage fee of their AUM to cover expenses, such as salaries for the investment managers who run the funds, if their fund can't stay above a certain size, then it must close.

Paradox of Time

November 20, 2022 | Bloom argues that "work is important enough to take seriously, but not important enough to take too seriously." Yet, many of us will spend years working "too seriously."

Twitter’s Ultimatum

November 18, 2022 | Musk fired nearly half of Twitter's employees just weeks ago, and now, hundreds more have decided to quit rather than agree to Musk's demands.

Podium Of Errors

November 17, 2022 | Know more about the surprising resilience of corporate investment and London's downfall as a global financial center, plus our main story on François Rochon.

Hard Work, Talent, or Luck?

November 16, 2022 | Today, we'll discuss two items in the news: How Americans are increasingly tapping into their home equity and one company's warnings of a slower holiday season, plus our main story discussing if positive results are due primarily to hard work, talent, or luck.

Inflation-Fighting Robots

November 15, 2022 | As developed economies deal with labor shortages and rising manufacturing costs while trying to "re-shore" (opposite of offshoring) their supply chains to mitigate political/economic risks, automation offers an effective remedy.

Bailouts

November 14, 2022 | Know about one firm's plan to bailout the crypto industry and our main story on the secret sauce underpinning businesses like Amazon, Walmart, and Costco.

Learning Lessons

November 12, 2022 | Investing is not a hard science. Sure, it's quantitative, but markets remain a complex puzzle derived from the whims of human nature.

Financial Contagion

November 11, 2022 | Today, we'll discuss two items in the news: Another shocking chapter in the crypto crisis and the newest meme stock, plus our main story on private equity's future.

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.

Thanks, Big Tech

March 4, 2024 | Bitcoin is booming, tech stocks are flying, and monetary policy is softening as the Fed contemplates cuts. It feels like 2020 and 2021 again. Yet, a common response to market euphoria back then pointed to the four-letter acronym “ZIRP,” which stands for Zero Interest Rate Phenomenon.

Liquid Gold

March 3, 2024 | With the rapid growth in alternative investments over the past 10 years, Jeremy Kasler was surprised to find one asset that had flown under the radar. Bourbon.

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