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Peak Exuberance
December 07, 2023 | There are “no longer any bears left.” That’s from Goldman Sachs managing director Scott Rubner, commenting on how enthusiasm around expected Fed rate cuts has driven markets higher in recent weeks.
Down to Business
December 06, 2023 | World leaders from more than 190 countries have gathered at the United Nations climate summit in Dubai this week. There’s a lot at stake after the hottest summer on record, per NASA.
Financial Time Bomb
December 05, 2023 | Taxes are boring, but what if we told you about a Supreme Court case that could “effectively eliminate a third of the tax code?” That quote is from former Speaker of the House Paul Ryan, and he’s actually not exaggerating.
In da Club
December 04, 2023 | Oh, we see you, gold.
The Next Chipotle?
December 03, 2023 | Earlier this year, Cava became the first restaurant company to go public since Sweetgreen in 2021, with a roughly $4.7 billion valuation in June. That raised one big question: Could Cava follow in Chipotle’s footsteps?
Same As Ever
December 02, 2023 | Today, we’re unveiling our fancy new and improved Saturday edition — a curation of the best podcasts, charts, articles, and ideas we’ve encountered each week.
Bonds Are SO Back
December 01, 2023 | At long last, the bond market is in the driver’s seat.
Blackmail Me
November 30, 2023 | Are banks in trouble? Depends on who you ask and which banks you’re talking about.
A Legend Is Gone
November 29, 2023 | Tributes are pouring in after investing legend Charlie Munger died Tuesday at 99. Warren Buffett’s right-hand man helped build Berkshire Hathaway into a giant, and his way with words has left impressions on generations of long-term investors.
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.
Giving Spree
June 28, 2024 | Warren Buffett, who turns 94 in August, has made his largest annual charitable donation to date. Read on for a preview of Warren Buffett’s will.
Cash Trap
June 26, 2024 | Even as the stock market has soared through the first six months of 2024, some Americans aren’t in any hurry to move their cash. Some investors have 25% or even 50% of their assets in Treasury bills and money-market funds, per The Wall Street Journal.
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