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

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The Recession Begins!

July 28, 2022 | “We’re in a sentiment recession. I don’t think we’re in an actual recession.” The definition of a real recession has become a contentious political point, as a strong labor market seems at odds with a downturn in the business cycle.

The Milkshake Theory of Investing

July 27, 2022 | You may have heard of the Dollar Milkshake Theory from Twitter or even some past TIP interviews. While it sounds like it could be a tasty treat, if it unfolds as Brent Johnson from Santiago Capital expects, things could get ugly.

How to Retire at 45

July 26, 2022 | How did Nomad generate so much alpha? Here are some of their investing tenets that allowed them to compound money at an incredible rate.

The Perfect Stock

July 25, 2022 | One Up On Wall Street, published by Peter Lynch in 1989, remains one of my favorite investment books of all time...Chapter 8 is one of my favorites because it details what Lynch views as the perfect stock.

SEC Files First Crypto Insider-Trading Case

July 22, 2022 | George Soros is one of the most profitable and powerful investors of our time. He is called “The Man Who Broke the Bank of England” for his famous short sale of $10 billion worth of pound sterling, which netted him a $1 billion profit in 1992.

How to think like Charlie Munger

July 21, 2022 | Though we recommend listening to the speech here, we’ll discuss some of the major ones and how they can adversely affect our investing performance. As Nick Sleep said, understand these tendencies and then train yourself out of them.

Investors cutting exposure to Risk-on Assets

July 20, 2022 | Bank of America conducted a monthly fund manager survey of 259 participants with $722 billion under management. The survey shows investors have cut their exposure to risk assets to levels not seen since the Great Financial Crisis of 2008...

What’s Your Time Preference?

July 19, 2022 | In investing, you’ll often hear about individuals having a high or low time preference. What is this, and what do we mean by it?

BRRRR Real Estate Investing Breakdown

July 18, 2022 | Today, we’ll take a deeper dive into a few of the core metrics you need to know early on in the strategy that will increase your odds of success.

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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