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

TIP Academy

Understand the financial markets
in just a few minutes.

Get the daily email that makes understanding the financial markets
easy and enjoyable, for free.

The Great Inversion

January 19, 2024 | Tom Cruise may have been inverted in Top Gun, but the Treasury yield curve probably won’t be for much longer.a

Force Multiplier

January 18, 2024 | A program meant to accelerate the transition from fossil fuels is helping put cash in renewable energy companies’ pockets by selling tax breaks to corporate giants like JPMorgan.

Crowded Trade

January 17, 2024 | In Bank of America’s surveys of investment fund managers since 2017, U.S. tech stocks (aka “Magnificent Seven”, big tech, Nasdaq, FAANG, etc.) have frequently been reported as the “most crowded trade” in markets.

Space Farming

January 16, 2024 | Our Chart of the Day (in the section above) shows that Chinese growth remains a top concern for the global economy.

MLK’s Call for Economic Justice

January 14, 2024 | Martin Luther King Jr. isn’t often remembered for his critically important, passionate message to redistribute wealth. But the Civil Rights leader urged political leaders and the community to end economic disparities, mitigate poverty, and improve education. He knew that to improve equality and foster peace, the economic and wealth systems had to improve, too — both for Black and white Americans.

Stablecoin IPO

January 12, 2024 | Talk of bitcoin ETFs is all the rage, but bitcoin isn’t the only digital asset going mainstream. Circle Internet Financial (aka “Circle”), operator of the popular USDC stablecoin, filed paperwork this week for an initial public offering (IPO) — its second attempt in roughly a year.

Gaming The Fed

January 11, 2024 | We have some snake oil to sell you if this news comes as a surprise — an emergency program set up early last year to contain a regional banking panic is now being exploited as easy money by big banks.

Boeing’s Nightmare

January 10, 2024 | You’ve probably heard about more quality-control trouble at Boeing. The latest issue from last weekend: a harrowing malfunction at 16,000 feet, when a door panel sheared off a new 737 Max 9 airliner. 

Bigger Not Better

July 3, 2024 | Recall that in 2008, Warren Buffett famously placed a million-dollar bet that an S&P 500 index fund would beat the funds of funds hedge fund managers would select. Of course, the Oracle of Omaha was proven right.

Winners and Losers

July 1, 2024 | The second half of the year is underway. Somehow, it’s already the start of the third quarter after a very strong first six months in 2024. Here’s a quick recap of the gains year-to-date.

Exposing Corporate Misconduct

June 30, 2024 | When Edwin Dorsey published a deep dive about The Joint Corp., a nationwide network of chiropractors, the company was valued at $1.39 billion. Its shares had recently run up about 3,500%, trading at roughly 80x profit.

Go to Top