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

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New World Order

September 22, 2022 | Who is Zoltan? As a macroeconomist and the Head of Credit Suisse’s Short-Term Interest Rate Strategy team, he’s an authority on the dollar’s outlook, especially given his recent musings on “Bretton Woods 3.0.”

Ingredients of a 100-Bagger

September 21, 2022 | Investing in one or two 100-baggers can be life changing. It’s worth it to take the time and energy to analyze the characteristics that Mayer says are common to companies with these kinds of returns.

Cheap Bonds

September 20, 2022 | In a recent article, Zweig explores the nuances of municipal bonds, their tax-free allure, and their illusory cheapness. Bonds and taxes are seldom a sexy topic, though we think that for investors and those managing their own money, the takeaways are enlightening.

Blitzkrieg Attack

September 19, 2022 | Central banks globally are preparing to launch a blitzkrieg attack on inflation this week. In total, interest rates over three days and several countries will rise by 500 basis points (5%).

Oil Seizure

September 16, 2022 | Germany seized control of local units of a Russian oil company, Rosneft, to take greater command over its energy industry, secure supplies, and sever its dependence on Russian fuel.

Good to Great Lessons

September 15, 2022 | Good is the enemy of great, and few people or companies manage to achieve greatness because they settle too quickly for a comfortable life.

Investing For Freedom

September 14, 2022 | While investing dogma, of course, encourages diversification, this comes today at a time particularly sensitive to geopolitical risks.

How To Invest Like Li Lu

September 13, 2022 | I’ve been going down the Li Lu rabbit hole lately. An investing friend had mentioned a documentary called Moving the Mountain, which I had never heard of, but is about the investing legend’s life as a student leader in the 1989 Tiananmen Square protests in Beijing, China.

The Merge

September 12, 2022 | A long-awaited software upgrade to the Ethereum blockchain, intended to slash its energy consumption, is scheduled for this week, and it’s projected to occur in the early hours of Thursday morning. The event has been delayed several times previously, though.

Banking Drama Is Back

February 1, 2024 | Nearly a year out from 2023’s panic in regional banks, marked by the collapse of Silicon Valley Bank (SVB) and First Republic, problems at not-too-big-to-fail banks are rearing their head again.

An Airport is IPOing?

January 31, 2024 | If you’ve ever been through security or looked around while waiting for your luggage and thought, “I’d like to invest in this,” well, now you can.

The Buffett Curse

January 30, 2024 | An investment from the “Oracle of Omaha” is a galvanizing vote of confidence. It’s also a source of anxiety for corporate executives.

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