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

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Fallen Apple

November 03, 2023 | When Apple reports earnings, Wall Street watches with a careful eye. This summer, Apple’s weighting in the S&P 500 swelled to nearly 8%, the biggest of any stock in the index’s history.

Powell’s Comments Backfire

November 02, 2023 | Jerome Powell subbed in a new word to describe the economy’s growth rate, calling it “strong,” which is, apparently, an improvement from “solid” — the word he used last time around.

WeWork, WeFailed

November 01, 2023 | The days of WeWork might be numbered after a Wall Street Journal report this week signaled the end for the coworking spaces provider.

Gloomy Earnings

October 31, 2023 | We’ve talked about this a few times recently, particularly for Big Tech companies, but investors haven’t loved this quarter’s corporate earnings reporting season, nor have business execs been particularly excited, either, despite solid results.

Tricks for Treats

October 30, 2023 | On Friday, the S&P 500 officially hit correction territory, down 10% from its July peak for the year and about 14% from the January 2022 all-time high.

Pixar’s $4 Billion Lunch

October 29, 2023 | Big ideas tend to start on the back of napkins. For Pixar, perhaps the most monumental moment was when Pixar creators were wrapping up “Toy Story.”

How Walmart is Winning

October 28, 2023 | While U.S. inflation shows signs of moderation, the grocery store remains a source of financial strain for many Americans. Supermarket prices have surged at a pace not seen in decades, making everyday essentials like eggs and bread unaffordable for some.

Snow Business

October 27, 2023 | Snow-dependent communities are being impacted by climate change, specifically warmer winters that feature less snow & freezing temperatures.

Amateur Investors > Pros

October 26, 2023 | Who said amateur investors can’t beat the market over the long haul? Get this: The average stock portfolio of individual investors has beaten the S&P 500 since 2014.

Job Therapy

August 18, 2024 | Michael finds himself zoning out during team meetings, daydreaming about other careers and workplaces. Is it time for a change? Or is this just a normal phase of career ambivalence? Today, we're chatting with Tessa West, a leading expert in the science of interpersonal communication, about her new book.

Bargain Hunting

August 16, 2024 | Walmart is on a tear. The retail giant’s sales are climbing, pushing its stock to fresh highs this week after a 38% rally this year, compared to the S&P 500’s ~17% gain.

Burritos to Lattes

August 14, 2024 | From burritos to lattes — from one iconic American brand to another. That’s the path for star leader Brian Niccol, the Chipotle CEO, who is taking the helm of Starbucks next month.

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