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

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Follow the Crowd

October 9, 2024 | America’s flood insurance system might need a facelift. Mark Gongloff, a Bloomberg Opinion editor and columnist covering climate change, argues that Hurricanes Helene and Milton provide the latest proof that flood insurance in the U.S. isn’t sufficient.

Smashing Records

October 7, 2024 | The gold rush of 2024 rages on. Bullion prices are smashing all kinds of records this year amid geopolitical tension, and more people want in. Bloomberg is calling the run “a breathtaking surge.”

Time Horizons

October 6, 2024 | Jeff Bezos once asked Warren Buffett why people don't follow his investment advice, especially since it’s so simple. Buffett's response? “People aren't comfortable getting rich slowly.”

The Driver’s Seat

October 4, 2024 | The AI vs. human debate isn’t going anywhere, and a relatively new development suggests that artificial intelligence might already be better than humans in predicting the earnings of publicly traded companies.

High-Growth Paradox

October 2, 2024 | Based on first-order thinking, stocks would perform well in high-growth countries with strong GDP growth. But it’s worth reconsidering that notion.

A Golden Moment

September 30, 2024 | Gold isn’t the only precious metal on a hot streak. Silver is having a golden moment of its own. The commodity’s price has jumped roughly 32% this year, beating out gold, which is hitting record highs.

Outsized Returns

September 29, 2024 | Today, we'll discuss the journey of another investor: Lance Jubel of Aberrant Capital Management. All this, and more, in just 6 minutes to read.

Million-Dollar Cities

September 27, 2024 | We’re highlighting some of our top podcasts, YouTube videos, and social posts in recent months. Enjoy!

Gold Goes Higher

September 25, 2024 | Gold keeps rallying in 2024, outpacing the S&P 500 with a nearly 30% gain. It’s up over 34% in the past 12 months dating back to fall 2023.

Nike: Just Buy It?

April 13, 2025 | Nike is one of those rare businesses that doesn't just sell products — it shapes culture, identity, and aspiration. But despite that iconic status, the company is facing one of the most challenging stretches in its modern history.

Reddit: The Front Page of the Internet

April 6, 2025 | It’s a special thing to redefine what it means to be part of a “community.” Yet, that’s exactly what Reddit, known colloquially as “the Front Page of the Internet,” has done. The future is promising, but is the stock too richly priced? Let’s find out!

Moncler: Zipped For Success

March 30, 2025 | Luxury is about more than just price — it’s about identity, status, and quality. Few brands have managed to scale those qualities as effectively as Moncler.

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