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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.
Party Like It’s 1999
December 29, 2023 | The Nasdaq 100 is partying like it’s 1999.
Phantom Debt
December 28, 2023 | Wells Fargo calls BNPL loans “phantom debt” that trick “consumers into a false security in which many small payments add up to one big problem.”
Out of Gas
December 27, 2023 | Apparently, we’ve become a stay-at-home nation. We have more cars than ever, yet we’re driving less.
Mega-Cap Dominance
December 23, 2023 | This is the last time we’ll be in your inbox for a few days as we take some time with our families for the holidays but we’ll see you again on December 27. In the meantime, there’s plenty of great stuff packed into today’s newsletter for you to enjoy.
Blame The Dollar
December 22, 2023 | Many folks will get Nike apparel as Christmas gifts this year, but Nike is on investors’ naughty list.
Cruisin’
July 29, 2024 | For years, cruise ships have been a thing for mostly Baby Boomers and retirees. Lately, however, the younger generation has been jumping on board.
Evolution of a Financial Enthusiast
July 28, 2024 | Amid the busy news cycle, we like to sit back, zoom out, and talk markets. So, today, we're sharing our interview with our very own Shawn O’Malley, who discusses markets, investing, and learning from the very best in the business.
The Tables Have Turned
July 26, 2024 | The extraordinary, “once-in-a-generation” job market that Americans have enjoyed — particularly 2020, 2021, and 2022 — has officially come to a close.
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