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Rearmament Reckoning
April 9, 2024 | War is, unfortunately, a big business. Despite tribal conflict seeming outdated in the 21st century, it remains an enduring aspect of the human experience. This means, unsurprisingly, that the “military-industrial complex” holds significant but often overlooked sway over economic activity.
New Gold Standard
April 8, 2024 | Long struggling to get inflation under control after money printing wrecked the Zimbabwe dollar’s value, the country of over 16 million is taking notes from the past, opting for a new gold-backed currency to restore economic order.
Empowering Investors
April 7, 2024 | Today, we're sharing our interview with Kyle Grieve, our esteemed podcast host and investor. We discuss investing, markets, lessons, life, and more. Spoiler: He doesn’t recommend meme stocks.
The Art Of Studying Markets
April 6, 2024 | Learn from Shawn O’Malley & Matthew Gutierrez what it’s been like creating and writing for We Study Markets, who their biggest influences have been, how they structure their own portfolios, what an average day is like for a newsletter writer, and what future plans they have to offer more value to our readers.
Good News Is Good!
April 5, 2024 | “Good news is good news!” again. That’s Bloomberg’s Joe Weisenthal commenting on how Friday’s blowout jobs report spurred an upward swing in stocks. This is, of course, in contrast to the “good news is bad news” narrative that occasionally grips markets, where investors root for modestly bad economic news.
Big, Little Guys
April 4, 2024 | David — small-caps — isn’t a monolith. Sure, in aggregate, they’re underperforming their S&P 500 peers, but a few winners are claiming greater sway over the market-cap weighted Russell 2000 index for small-cap stocks.
Yuan Problem
April 3, 2024 | Let’s talk currencies. It’s one of those corners in financial markets that are surprisingly forgettable despite forex’s massive importance — the global currency exchange market is actually considered the biggest and most liquid financial market.
Debt Danger
April 2, 2024 | Folks, we may have a debt problem. Bloomberg Economics ran a million forecast simulations on the U.S. debt outlook — 88% of which show borrowing on an unsustainable path, which poses economic, national security, and social challenges if not addressed.
The Toolbelt Generation
April 1, 2024 | At first glance this morning over coffee, we thought it was a scam: Gen Z being dubbed “The Toolbelt Generation” by The Wall Street Journal. After all, it is April Fool’s Day.
Follow the Crowd
October 9, 2024 | America’s flood insurance system might need a facelift. Mark Gongloff, a Bloomberg Opinion editor and columnist covering climate change, argues that Hurricanes Helene and Milton provide the latest proof that flood insurance in the U.S. isn’t sufficient.
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.”
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