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

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Cash Trap

June 26, 2024 | Even as the stock market has soared through the first six months of 2024, some Americans aren’t in any hurry to move their cash. Some investors have 25% or even 50% of their assets in Treasury bills and money-market funds, per The Wall Street Journal.

Real Estate Retirees

June 24, 2024 | With 401(k) balances as high as they’ve ever been, some investors are turning to something else: real estate.

Nifty Fifty

June 23, 2024 | In the '60s and early '70s, Wall Street wasn't just dancing; it was grooving to roughly 50 stocks. Enter the Nifty Fifty, a group of blue-chip darlings. Investors pounced on them as valuations kept surging.

Broader Scope

June 21, 2024 | We’re breaking down what the world’s largest real estate investor has been up to. Blackstone has shifted its portfolio strategy over the past 16 years.

Ponzi Funds

June 20, 2024 | Buyer beware: The dangers of hot money in ETFs can create major losses to investors’ portfolios. A new study cautions investors to carefully consider such “Ponzi Funds.”

New Balance of Power

June 17, 2024 | One man in the spotlight: CEO Satya Nadella, who bet the future of Microsoft on the potential of AI when he forged a groundbreaking partnership with OpenAI, the creator of ChatGPT.

Makers and Takers

June 16, 2024 | Today, we're sharing our fascinating interview with the Financial Times’ Rana Foroohar, who writes about everything from insurance to globalization to big tech.

The Flavors of Life

June 14, 2024 | As the planet continues to warm, extreme weather is upending the production of some of life's great culinary comforts: wine, olive oil, coffee, and cocoa.

Apple Intelligence

June 12, 2024 | Shares in the iPhone maker have soared roughly 9% this week alone. The catalyst: its long-awaited push into AI at its annual developer conference on Monday.

Dancing in the Street

November 22, 2024 | For all of the talk about tech, AI, and the Magnificent 7, did you know that the U.S. Financial sector has outperformed Technology this year?

Gold Mine

November 20, 2024 | There’s no doubt we live in an era of digital payments. You can tap your phone at virtually any check-out counter to pay. Yet paper checks are hanging in there in the U.S. — and criminals are exploiting the vulnerability efficiently.

Back-to-Back

November 18, 2024 | Newton’s First Law found that an object in motion stays in motion. U.S. investors are betting on just that for the stock market. We’re amid quite the rally as investor optimism remains high and fund inflows stay strong.

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