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

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Bear Market in Diversification

June 10, 2024 | In case you hadn’t noticed, American stocks have been on a great run since the 2008 financial crisis, outpacing almost everything else.

Why Buffett Won’t Buy Nike

June 9, 2024 | We’ve curated some of the best charts, reading, podcasts, and videos we’ve come across this week for you to enjoy, all in a 2-minute read.

Roaring Back

June 7, 2024 | Meme stocks are back, yes, but GameStop's stock plummeted as much as 44% on Friday. The news came just as Keith Gill, known as "Roaring Kitty," made his highly anticipated return to YouTube with a livestream discussing GameStop.

Unplugged

June 5, 2024 | The dominance of Big Tech stocks like Apple, Microsoft, Nvidia, and Alphabet in the S&P 500 could be masking how fearful investors truly are about the Federal Reserve keeping interest rates higher for longer.

Hindsight Bias

June 3, 2024 | Happy Birthday, Dow Jones. This week marked the 128th anniversary of the Dow Jones Industrial Average. But it’s not all fun and games.

Just Missed

June 2, 2024 | Today, we'll study excellent business ideas that never made it and why in just 5 minutes to read.

The Trolls of Wall Street

May 31, 2024 | America’s next generation of young American traders are so here, driven by the powerful emotions of rage and boredom and their participation in the online community WallStreetBets.

Magic Number

May 29, 2024 | Can money buy happiness? It’s a loaded question, and it truly depends on one’s lifestyle, goals, and definition of “happiness.”

Supercommunicators

May 26, 2024 | Today, we’re chatting with author Charles Duhigg about his work, including his latest book, Supercommunicators: How to Unlock the Secret Language of Connection. All this, and more, in just 5 minutes to read.

Just Keep Buying

November 17, 2024 | We’re chatting with Blake Millard, author of the popular newsletter, “The Sandbox Daily,” and director of investments at Sandbox Financial Partners, a Registered Investment Advisor (RIA) in Maryland.

Berkshire’s Portfolio Tweaks

November 15, 2024 | Every few months, we get a fresh slate of 13F filings telling us what changes institutional investors have made to their portfolios — at a 45-day delay. And eagle-eyed 13F watchers are all excited at the latest batch.

Show Off

November 13, 2024 | Spotify’s financial turnaround continues to impress. While concert-goers face steep ticket prices sometimes reaching $500-$1,000, Spotify's monthly subscription fee of about $12 seems like a bargain.

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