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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.”
Apex Spawners
September 23, 2022 | A “spawner” is a company with the necessary DNA to incubate new business ventures that have the potential to become massive growth engines. For this to happen, a company should expect many failures and take them in stride.
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.
Sam Altman’s $7 Trillion Plan
February 9, 2024 | Sam Altman, CEO of the company that created ChatGPT, has probably never been criticized for a lack of ambition. His latest endeavor is, to say the least, quite ambitious.
The Big Review
February 8, 2024 | McKinsey has warned about 3,000 of its consultants that their performance was “unsatisfactory” and must improve. Otherwise, they could be removed from the company.
Burrito Season
February 7, 2024 | It’s never been easier to have Uber deliver your Chipotle order, and coincidentally, both companies reported earnings this week.
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