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

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King Dollar

July 7, 2022 | The world is deeply reliant on the U.S. dollar as a means for settling global trade and raising capital. While under the Bretton Woods System, which lasted from 1944–1971 and cemented the dollar’s role in global financing, many national currencies were pegged explicitly to the dollar...

Things are weird right now

July 6, 2022 | We will find out soon whether we are indeed in a recession. So long as the labor market remains strong and mass layoffs can be avoided, it’s unlikely that the recession will be severe, and for many, life will continue unchanged whether we are in a recession or not.

The risk in owning Chinese equities

July 5, 2022 | At the end of last year, Chinese equities held an estimated market capitalization of $14.1 trillion USD, representing roughly 12.6% of the total global market cap, per S&P Global.

What’s the truth behind ‘ESG’ Investing?

July 4, 2022 | Over the past few years, talks of environmental, social, and governance (ESG) concerns have come to increasingly dominate the investing world, as society demands more corporate responsibility.

Is the 60/40 portfolio dead?

July 1, 2022 | The portfolio stays steady as short-term price movements in stocks and bonds offset each other, with the covariance meaning that bonds also generally tend to fluctuate far less relative to stocks, making your portfolio more stable.

Are you joining the team? TIP is hiring!

April 19, 2022 | For many investors, if a stock has gone up a lot recently, say fifty or one hundred percent, they think they missed the opportunity. Back in 2017, Amazon’s stock was just about $900 per share. But, the good news is, you still have the TIP-equivalent of Amazon’s stock in 2018…

The only thing you can control

February 7, 2022 | I want to share with you a few quotes in particular that are not inherently about stock investing at all, but could dramatically improve your results as an investor if you apply the concepts appropriately

Is Your Portfolio Ready for 2022?

January 10, 2022 | With health, many people get a checkup or physical each year. Why, then, don’t more people do this with their portfolios? Why isn’t it included with more people’s New Year’s resolutions?

The Great Inversion

January 19, 2024 | Tom Cruise may have been inverted in Top Gun, but the Treasury yield curve probably won’t be for much longer.a

Force Multiplier

January 18, 2024 | A program meant to accelerate the transition from fossil fuels is helping put cash in renewable energy companies’ pockets by selling tax breaks to corporate giants like JPMorgan.

Crowded Trade

January 17, 2024 | In Bank of America’s surveys of investment fund managers since 2017, U.S. tech stocks (aka “Magnificent Seven”, big tech, Nasdaq, FAANG, etc.) have frequently been reported as the “most crowded trade” in markets.

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