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

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Confidence Game

August 08, 2023 | The credit rating agencies are back in the news. No, Moody’s isn’t making headlines for following Fitch’s footsteps last week by downgrading the U.S. government — it’s the last of the big three who still gives the U.S.A. a perfect credit rating. Instead, the firm turned its attention to U.S. banks.

Apartment Trouble

August 07, 2023 | Apartment complexes are in trouble. Not because of a lack of demand, though. Rather, higher interest rates have made debt costs unmanageable, threatening to “wipe out many multifamily owners across the country,” writes the Wall Street Journal.

Road Trippin’

August 06, 2023 | Given that it’s peak vacation season, we’re diving into the rise of Tripadvisor and the secrets to its impressive scale, turning an initial $3 million investment into a $7 billion global brand that 1 in 16 humans rely on each month.

Amazon Shines

August 04, 2023 | Amazon thrived in the latest quarter, driven by strong performance in its core e-commerce business, while Apple’s revenue declined to mark the company’s longest sales slump since 2016, the year Warren Buffett started buying up shares.

Earn Baby, Earn

August 03, 2023 | It’s a big week for corporate earnings, with a handful of high-profile companies sharing insights about their business from this past quarter.

Historic Downgrade

August 2, 2023 | For the second time in 12 years, one of the big three credit rating agencies is downgrading the U.S.

Profit Slump

August 01, 2023 | Heat waves continue in many parts of the world, so it’s worth considering another economic impact of a warming climate: Increased borrowing costs for cities, countries, and companies.

Among The Stars

July 31, 2023 | Stocks always go up, right? Not exactly, but they are supposed to deliver superior returns to bonds.

The Joy is in the Journey

April 21, 2024 | In this conversation, Stig discusses his general investment philosophies, lessons learned, how he structures his day, how he leads our team of about 25 people, and much more.

Write and Release

April 20, 2024 | A simple way to relieve anger? Write and release. A recent study out of Japan found that writing down your reaction to a negative incident on a piece of paper and then getting rid of it helps release frustration.

Halving Day

April 19, 2024 | Whether you hear “halve” or "halving" or "halvening,” everyone is trying to say the same thing: The bitcoin halving is here as bitcoin sits around $65,000 on Friday afternoon.

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