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The Holy Grail
October 28, 2022 | We discuss two items in the news: Why Intel's stock is surging despite its gloomy outlook and how housing is getting hammered by the Fed's war on inflation, plus what Warren Buffett considers the 9 most important words ever written about investing.
Recession Postponed
October 27, 2022 | The rebound in growth after two straight quarterly declines in GDP provided evidence that the economy is not in a recession. However, the risks of a downturn have increased as the Fed doubles down on rate hikes to battle the highest levels of inflation seen in 40 years.
Tenet
October 26, 2022 | Two items will be discussed in the news today: The rising cost of a Chipotle burrito and Spotify's mixed earnings report, plus our main story on Warren Buffett's investment tenets.
Beating Expectations
October 25, 2022 | Today we'll discuss about U.K's new Prime Minister, and General Motors' excellent third quarter, plus our main story on investing opportunities in the world's largest democracy.
Disruptive Innovations
October 24, 2022 | Today, know more about the bloodbath in Chinese stocks and Biden's plan to refill America's oil reserves, plus our main story on Cathie Wood and her thoughts on today's macro environment.
Settling The Debate
October 21, 2022 | Today, we'd like to do a more comprehensive comparison of the two vastly different approaches to operating a cryptocurrency network. Both models aim to add valid transactions to blockchains, but the differences in how they reach agreement (or "consensus") about this carry significant security and efficiency ramifications.
Mother Of All Evil
October 20, 2022 | Today, we'll discuss more signs of trouble in the housing market, the country that's still lowering interest rates despite record inflation, and the reasons why you can still lose money even when you're right in investing.
The October Effect
October 19, 2022 | This month has historically had some of the worst market corrections, but we're hoping the scariness of the "October Effect" and a plunging stock market skips us.
The Snowball
October 18, 2022 | As Alice Schroeder put it in her book, The Snowball, "the great engine of compounding worked as a servant on his behalf, at exponential speed and under the gathering approval of a public gaze.
The Apple Car Is Dead
February 28, 2024 | One of Steve Jobs’ most famous business strategies: focus. It meant “saying no to hundreds of good ideas.”
GRANOLAS vs. Magnificent 7
February 27, 2024 | Yeah, yeah, the Magnificent 7 get all the attention, but they’re not the only buzzworthy group of stocks driving markets. Across the pond, the GRANOLAS are driving European markets higher.
Buffett’s Letter
February 26, 2024 | In his latest annual letter to shareholders, Warren Buffett remembered Charlie Munger both as the “architect” of Berkshire and as a cherished partner.
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