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

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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.

Essential Intelligence

September 23, 2024 | Today is a special edition centered on discussing the business and valuation of S&P Global, the company behind the S&P 500 index. You can check out the companion podcast episode here to dive even deeper.

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.

Hershey’s: Deliciously Beaten Down?

March 23, 2025 | They say to never try and catch a falling knife when investing. That’s probably good advice. But when you see a company with as much nostalgia and brand recognition as Hershey’s get cut in half over the last two years, it’s at least worth a second look.

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