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

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Too Much Stuff

April 16, 2024 | At the surface, China’s economy is humming along — new Q1 GDP showed that the country grew at an impressive 5.3% annual rate, well above most forecasts.

Resilient Growth Masks Debt

April 15, 2024 | Few areas of markets and economies are as black and white as textbooks portray them. Often, they’re a mixed picture full of gray areas and surprise. That’s most definitely the case about economic growth and avoiding a major recession.

Buy Right, Sit Tight

April 14, 2024 | That’s how Clay Finck would describe his investment motto. Finck, the host of We Study Billionaires, has brought the goods for the podcast, analyzing companies like Copart and Constellation Software and interviewing brilliant guests such as Morgan Housel, Dr. Robert Cialdini, Aswath Damodaran, Chris Mayer, and more.

Leading with Humility

April 13, 2024 | Tune in to "Leading with Humility" with Simon Sinek. More insights and lessons in just 2 minutes to read.

Margin Compression

April 12, 2024 | Welcome to earnings season, folks. Per usual, the big banks kicked off the onslaught of Q1 corporate earnings reports that will come in the next few weeks. How’d they do?

No Rate Cuts?

April 11, 2024 | The unthinkable is now thinkable. That’s the prospect of no rate cuts this year. Predicting no cuts just a few months ago would’ve left you all alone on Wall Street, excluded from the cool kids’ table, which was betting on at least three rate reductions this year.

VC’s Cultural Moment

April 10, 2024 | If you’re an individual investor, you probably don’t have access to investing in hot startups. In recent years, a trendy business model in finance has been trying to change that, “democratizing” access to more types of companies, not just those trading on stock exchanges.

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 Despite tribal conflict seeming outdated in the 21st century, it remains an enduring aspect of the human experience.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.

Financial Supermarkets

April 22, 2024 | Step aside, big banks. Giant investment companies are reshaping Wall Street. Top firms now control assets that rival the economies of large countries.

The Joy is in the Journey

April 21, 2024 | In this conversation, Stig discusses his general investment philosophies, lessons learned, how he structures his day, how he leads our team of about 25 people, and much more.

Write and Release

April 20, 2024 | A simple way to relieve anger? Write and release. A recent study out of Japan found that writing down your reaction to a negative incident on a piece of paper and then getting rid of it helps release frustration.

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