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

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Clear Vision

January 07, 2024 | It’s 2008, and Dave Gilboa can’t find his $700 glasses. 

Staying Focused

January 06, 2024 | Week one of 2024 is in the books, folks, and we’ve already broken half of our resolutions.

Retirement — In This Economy?

January 05, 2024 | Like many, we spent Friday refreshing our X feed, looking for announcements about approving a spot bitcoin ETF. Some expected today to be the day (as we write this, though, official confirmation is still pending.)

TikTok Takes On Amazon

January 04, 2024 | Could TikTok be the next big e-commerce company? TikTok already flipped the social media world upside down, drawing YouTube, Instagram, and Twitter to all focus more on short video content. Now, the company is taking on the e-commerce space, colliding with another giant: Amazon.

Wall Street Neighborhoods

January 03, 2024 | Rent growth is stronger for single-family homes than apartments, and Wall Street is looking to capitalize. Read more about this story.

Crony Capitalism

January 02, 2024 | Even staunch stock-pickers who zoom in on companies’ fundamentals acknowledge that nothing happens in a vacuum. Too much of a big-picture focus isn’t actionable, but none is equally problematic.

Best of the Best

December 31, 2023 | 🎉🥂Happy New Year’s, everybody! What are your resolutions? My resolution in 2024 is to buy bitcoin in 2012.

New Year’s Resolutions

December 30, 2023 | Tomorrow is New Year’s Eve, and nearly half of all American consumers will make resolutions for 2024.

The Little Guys

July 15, 2024 | Last Thursday, the stock market had a pretty big reversal, particularly affecting the Magnificent Seven mega-cap stocks and AI-related investments.

A New Era

July 14, 2024 | The global transition to a low-carbon economy is poised to be the most substantial economic transformation since the Industrial Revolution, requiring an estimated $150 to $200 trillion in investments over the next three decades.

Money Machines

July 12, 2024 | Steve Eisman, a senior portfolio manager at Neuberger Berman Group, just shared his bullish outlook on U.S. mega-cap technology stocks, saying investors “have to own the big, large-cap tech stocks.”

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