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

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Ozempic Era

October 05, 2023 | Americans are in their Ozempic era. And soon, food producers may face a new challenge: Consumers losing their appetites for pizza, potato chips, and ice cream.

The YOLO Economy

October 04, 2023 | YOLO: “You only live once.” In this edition, we talk about why Americans are spending like there’s no tomorrow.

Meta’s Gambit

October 03, 2023 | The U.S. and its allies have faced a conundrum: The world needs Russian oil to keep flowing; otherwise, the supply dropoff could spawn a shortage that pushes energy prices dramatically higher (offsetting efforts to control inflation.)

Slow Reckoning

October 02, 2023 | In popular areas like Miami, Austin, Charlotte, Phoenix, and Nashville, a glance at downtown includes cranes — so many cranes. In some cities, there’s construction for new apartment buildings happening everywhere.

Pahk the Cah

October 01, 2023 | Today, there could be over 1 billion parking spots in America, thanks to steady growth for decades. Today, we'll discuss who profits from parking lots and garages.

Tipflation

September 30, 2023 | While requests for tips by service workers have increased, actual tipping hasn’t kept pace. Learn more about it here.

Hidden Treasure

September 29, 2023 | Yesterday, we covered the looming U.S. government shutdown (which looks almost certain to happen now this weekend). Today, we’re covering it again, with more of a focus on its subtle but meaningful impact on finance markets.

Moody’s Warning To Investors

September 28, 2023 | Moody’s one of three big credit ratings agencies in the U.S., is warning us about “systemic risk” in the leveraged lending market.

Cracks Emerge

September 27, 2023 | If you’ve been under a rock this year, two things have underpinned the stock market’s recovery in 2023 after an ugly 2022: Optimism about AI and a resilient U.S. consumer.

Sage of Omaha

May 5, 2024 | If you had invested $1,000 in the S&P 500 in 1965 when Warren Buffett started at Berkshire Hathaway, you would have about $300,000 today.

May Day?

May 3, 2024 | The Wall Street adage "sell in May and go away" — popularized by the Stock Trader's Almanac — has long been a staple strategy among investors.

Gravitational Pull

May 1, 2024 | Novo Nordisk isn’t merely a pharmaceutical giant — the maker of Ozempic and Wegovy is now Europe’s most valuable company. And lately, its home country, Denmark, has been hooked on that success.

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