Newsletters2025-01-04T07:54:08-05:00

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Betting on Sam Altman

November 21, 2023 | “Hey ChatGPT, what’s the best way to save OpenAI after its CEO has been ousted?” We already asked the chatbot, but alas, we got no insider insights — finally, a problem not even ChatGPT can solve.

Thanksgiving Economics

November 19, 2023 | Thanksgiving is defined by family gatherings, football, and gratitude, but it’s also a way to study consumer spending power. 

Starlink’s Rapid Rise

November 18, 2023 | SpaceX, an American aerospace company established in 2002 by entrepreneur Elon Musk, has been a pivotal force in the commercial spaceflight era.

Underdog Story

November 17, 2023 | Small-cap stocks are the little guys on Wall Street. These aren’t your Amazons or Apples, which have driven the S&P 500 higher.

No Time to YOLO

November 16, 2023 | In just two weeks, the Nasdaq 100 index of big-tech companies has erased three months’ worth of losses. And bitcoin is at its highest level since May 2022 as risky investments return to favor.

Ready for Takeoff

November 15, 2023 | The year is 2040. We all pay for the internet through Starlink using Dogecoin, and Elon Musk controls internet speeds based on the emoji he posts on X (formerly Twitter) that day.

Great Power Competition

November 14, 2023 | Another month, another credit rating agency is downgrading the U.S. government.

Mezzanine Meltdown

November 13, 2023 | Speaking of things that have changed over the decades, as discussed in the intro, something else is very different these days in financial markets — the economic data that previously consumed investors’ attention has changed.

The Old-Fashioned Way

August 28, 2024 | Warren Buffett, who turns 94 on Friday, got an early birthday present this year. His Berkshire Hathaway topped the $1 trillion market cap threshold for the first time.

Simple, Not Easy

August 26, 2024 | In Niccol’s six years at Chipotle, the stock rose 773% as revenue and profits soared thanks to savvy marketing and keeping it simple.

Patience Pays

August 25, 2024 | We're chatting with Edwin Lugo, a member of our Mastermind Community and a professional investor with over 20 years of experience in managing international equities for various clients.

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