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Just Do It
December 21, 2022 | We’ll discuss two items in the news today: Strong earnings from Nike, and Apple’s latest moves to keep its production of iPhones and MacBooks operating smoothly, plus our main story on trend following as an investment strategy.
Spending Spree
December 20, 2022 | Hagstrom is a brilliant writer and researcher uncovering many details about Buffett, who bought his first stock at age 11 and read every book on investing in the Omaha libraries.
Japan’s Pivot
December 19, 2022 | Unsurprisingly, supply chains are unfathomably complicated, and our fragile system wasn't prepared for those disruptions. Masturzo notes, "Central banks are actively raising rates in an effort to put the lid back on the pot, but massive sovereign debt levels challenge this effort."
