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

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Turbocharged Value Investing

August 16, 2022 | Can options be useful tools for value investors? Well, for Matt Peterson, they have been a key part of his investing philosophy, which he calls structured value investing.

False Dawn

August 15, 2022 | Even though the S&P 500 and the Nasdaq both have notched their fourth consecutive week of gains, Paul Britton, founder of Capstone Investment Advisors, says it may be premature to start celebrating.

Elon Musk Did What?

August 12, 2022 | If you’ve been selling Tesla stock recently, you’re in good company. Tesla’s controversial founder Elon Musk has sold a sizable share of his stock holdings...

Bull Market’s Back?

August 11, 2022 | Equities boomed yesterday, and it’s almost enough to make you forget that we’ve been in a bear market much of the year. The key word there is almost...

Time Arbitrage

August 10, 2022 | Your timeline, risk tolerance, and how much money you have to invest are all vital factors in determining your portfolio allocation, and everyone has different goals, needs, and objectives.

Non-Physical Economy

August 9, 2022 | Recently, our colleague and friend Clay Finck, showed us a chart highlighting the changing composition of S&P 500 companies over time, from primarily tangible assets to now almost entirely intangible assets.

We Need To Talk About The Petrodollar

August 8, 2022 | Ultimately, Saudi Arabia agreed to price and settle oil contracts primarily in USD in exchange for U.S. military protections and arm sales. Since oil underpins the global economy, this extra demand has artificially propped up the dollar’s value...

Maybe There’s No Recession After All…

August 5, 2022 | Businesses continue to hire despite two consecutive quarters of economic contraction, a slowdown in consumer spending, and the rising risks of recession.

Your Blueprint To Financial Freedom

August 4, 2022 | The book’s most useful information for value investors is from the lessons Guy Spier learned along his path to success. Three takeaways from his transformative journey are...

Talk To Chuck

January 23, 2024 | Charles Schwab’s former marketing campaign stands as one of the most effective financial ad campaigns of all time. But those days are over. Schwab’s net income last year fell 29% from a year prior, and the stock has gotten punished.

On The Move

January 22, 2024 | American workers are getting antsy. About 85% of 1,000 U.S. professionals polled in a new LinkedIn survey say they’re considering changing jobs this year, up from 67% a year ago. About 90% of Gen Z workers — in their early and mid-20s — and 92% of millennials are considering a job change in 2024.

Coffee Powerhouse

January 21, 2024 | Two part-time baristas in Seattle meet at a dive bar, become best friends, move to Philadelphia, and open a one-off coffee shop in a run-down area of the city. That doesn’t sound like a path to a $900 million coffee brand, right?

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