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Carry Trade Blowup
August 12, 2024 | After the dust settled a bit, the upheaval last Monday now appears to have been a short-lived panic triggered by a minor policy adjustment from the Bank of Japan and renewed concerns about a potential U.S. recession.
Rockefeller’s Letters
August 11, 2024 | The ideas that helped drive John D. Rockefeller’s rise to enormous wealth and success come one after the other: Starting points do not determine your endpoint.
Penny Stock Purge
August 9, 2024 | Let the purge of the penny stocks begin. Nasdaq is taking measures to address concerns about the proliferation of penny stocks on its exchange.
True Costs
August 7, 2024 | The jobs report last week, which showed a pronounced weakening in hirings, kicked off the market turbulence that has defined this week on Wall Street.
Drumbeat of Skepticism
August 5, 2024 | Woah — we all need a breather. How quickly the tides turned. In a matter of a few weeks, the narrative on Wall Street has shifted from soft landing to all-out panic.
Charlie Munger’s Predicament
August 4, 2024 | At 31, Charlie Munger found himself at a devastating low point. Each personal tragedy alone could break a spirit, but Munger refused to succumb to despair.
Correction Territory
August 2, 2024 | Folks, the unemployment rate is ticking up — it just hit its highest level since the fall of 2021. Broadly, the U.S. job market showed significant signs of cooling.
Heating Up
July 31, 2024 | It’s the heart of air conditioning season, and one of the greatest beneficiaries of this time of year are the AC companies powering our homes, offices, and other businesses.
Cruisin’
July 29, 2024 | For years, cruise ships have been a thing for mostly Baby Boomers and retirees. Lately, however, the younger generation has been jumping on board.
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.
Nintendo: Switching It Up!
March 16, 2025 | Mario, Donkey Kong, Zelda, Super Smash Brothers, Kirby, Pokemon — the list of Nintendo’s iconic franchises is remarkable, rivaled only by Disney’s portfolio of beloved brands.
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