Newsletters2024-01-24T23:03:20-05:00

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Apple Stumbles

March 5, 2024 | One of the market’s most important stocks and a pillar of the “Magnificent 7” is off to a bumbling start for 2024. On Tuesday, Apple shares fell almost 3%, marking an over 8% decline for the year.

Thanks, Big Tech

March 4, 2024 | Bitcoin is booming, tech stocks are flying, and monetary policy is softening as the Fed contemplates cuts. It feels like 2020 and 2021 again. Yet, a common response to market euphoria back then pointed to the four-letter acronym “ZIRP,” which stands for Zero Interest Rate Phenomenon.

Liquid Gold

March 3, 2024 | With the rapid growth in alternative investments over the past 10 years, Jeremy Kasler was surprised to find one asset that had flown under the radar. Bourbon.

The Midas Touch

March 2, 2024 | How did Finland go from a high suicide rate to the world’s “happiest” country? There wasn’t one quick fix. A handful of factors helped citizens’ health, including reduced stigma, lower rates of drinking alcohol, antidepressants, and government programs.

Record Highs

March 1, 2024 | Stocks continued to surge Friday to kick off March, a sign that investors remain optimistic on mega-cap technology stocks and the artificial intelligence boom. As the Nasdaq and S&P 500 hit new record highs on Friday, investors proved they’re also optimistic about slowing inflation.

Are We In A Bubble?

February 29, 2024 | Are we in a stock market bubble? That’s the question famed hedge fund investor, Ray Dalio, is wondering. In a recent post, the iconic investor provided his updated outlook on the world.

The Apple Car Is Dead

February 28, 2024 | One of Steve Jobs’ most famous business strategies: focus. It meant “saying no to hundreds of good ideas.”

GRANOLAS vs. Magnificent 7

February 27, 2024 | Yeah, yeah, the Magnificent 7 get all the attention, but they’re not the only buzzworthy group of stocks driving markets. Across the pond, the GRANOLAS are driving European markets higher.

Buffett’s Letter

February 26, 2024 | In his latest annual letter to shareholders, Warren Buffett remembered Charlie Munger both as the “architect” of Berkshire and as a cherished partner.

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.

Evolution of a Financial Enthusiast

July 28, 2024 | Amid the busy news cycle, we like to sit back, zoom out, and talk markets. So, today, we're sharing our interview with our very own Shawn O’Malley, who discusses markets, investing, and learning from the very best in the business.

The Tables Have Turned

July 26, 2024 | The extraordinary, “once-in-a-generation” job market that Americans have enjoyed — particularly 2020, 2021, and 2022 — has officially come to a close.

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