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

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Sovereign Downgrade

October 6, 2022 | Britain’s aggressive package of tax cuts, paired with plans for large-scale borrowing, nearly crashed the country’s debt and currency markets before the Bank of England intervened.

Gimme Shelter

October 5, 2022 | Today, we'll discuss Elon Musk's agreement (for the second time) to buy Twitter, Micron's plans to invest billions in U.S. semiconductor production, Nasdaq delaying its cryptocurrency exchange plans, and our takeaways from Oaktree Capital's quarterly letter.

Carbon Markets

October 4, 2022 | In a world where carbon dioxide emissions are increasingly regulated, taxed, and monitored, the price of carbon itself becomes quite important, especially to companies who feel pressure from all sides to reduce CO2 output as much as possible.

U-Turn

October 3, 2022 | The British government announced it will abandon part of its plans for controversial tax cuts that sent the country's currency and bond markets into a crisis.

Perfect Storm

September 30, 2022 | Today, we'll discuss why macro hedge funds are doing so well this year, how Apple lost $120 billion in market value yesterday, an escalation of the war in Ukraine, and understanding country risks when investing.

Low Morale

September 29, 2022 | Across the euro zone's three largest economies, indicators of consumer morale remain subdued, as high inflation shows no sign of retreating.

Volatility Vortex

September 28, 2022 | The Treasury market has endured recently its most extreme bout of turbulence since the Covid pandemic rocked markets globally in March 2020.

Big Mac Index

September 27, 2022 | The Big Mac, in a way, actually represents a meaningful, “bundle of commodities, labor, real estate, and productive assets” in its prices, according to the analysts.

Indian iPhones

September 26, 2022 | In an official company statement, Apple (AAPL) said, “the new iPhone 14 lineup introduces groundbreaking new technologies and important safety capabilities. We’re excited to be manufacturing iPhone 14 in India.”

NYC On Sale

February 5, 2024 | Forget this bonkers housing market. How about buying a whole apartment building? New York City apartment buildings are on sale for a bargain, sometimes 50% off.

Housing Revolution

February 4, 2024 | Meet Icon’s Jason Ballard, who wants to put a dent in the affordable housing crisis. Could his tiny Austin, Texas-based company disrupt the trillion-dollar construction industry?

Disappearing Public Companies

February 3, 2024 | Back in 1996, there were over 8,000 public companies trading on American stock exchanges. Fast forward to today, and that number has collapsed to fewer than 3,750. The end result?

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