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Barbenheimer

July 21, 2023 | Somehow we’ve managed to go these last two weeks without discussing “Barbenheimer” — the internet meme phenomenon of 2023, derived from the simultaneous blockbuster movie releases of Barbie and Oppenheimer this weekend.

Burning Up

July 20, 2023 | Despite the extreme heat, some Americans are relieved.

Roller Coaster Stock

July 19, 2023 | JPMorgan Chase, Citigroup, and Wells Fargo posted second-quarter earnings beats early this week, and Morgan Stanley has followed suit.

Top Heavy

July 18, 2023 | As investments, big tech has literally been too good. Many of the largest investment funds face restrictions on further purchases of leading stocks, namely Apple, Microsoft, Alphabet, and Nvidia, due to diversification rules.

Bogleheads

July 17, 2023 | The momentum of second-quarter earnings is picking up, putting global stocks’ $10 trillion rally this year on the line.

The Conversion

July 16, 2023 | Transforming office buildings isn’t simple or cheap. But if done well, it could be one of the solutions to the U.S. housing crisis as many lower-income Americans struggle to find affordable housing.

Bidenomics

July 15, 2023 | Assessing a President’s plans and performance is typically fraught with political biases, or, at least, the accusation of them. Today, we'll discuss what “Bidenomics” is, and more

Earnings Season Returns!

July 14, 2023 | Earnings season is back. Let the talk of “strong balance sheets” and “challenging macroeconomic backdrops” commence.

Billionaire Summer Camp

July 13, 2023 | Speaking with CNBC at Sun Valley – the “summer camp for billionaires” – Iger left open the door to selling the company’s TV assets as the business struggles amid cord-cutting and the transition to streaming. In other words, Iger said Disney is open to selling an equity stake in ESPN and could spin off its legacy cable businesses such as ABC, FX, and National Geographic.

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Resilient Growth Masks Debt

April 15, 2024 | Few areas of markets and economies are as black and white as textbooks portray them. Often, they’re a mixed picture full of gray areas and surprise. That’s most definitely the case about economic growth and avoiding a major recession.

Buy Right, Sit Tight

April 14, 2024 | That’s how Clay Finck would describe his investment motto. Finck, the host of We Study Billionaires, has brought the goods for the podcast, analyzing companies like Copart and Constellation Software and interviewing brilliant guests such as Morgan Housel, Dr. Robert Cialdini, Aswath Damodaran, Chris Mayer, and more.

Leading with Humility

April 13, 2024 | Tune in to "Leading with Humility" with Simon Sinek. More insights and lessons in just 2 minutes to read.

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Understand the financial markets in just a few minutes.

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Understand the financial markets
in just a few minutes.

Get the daily email that makes understanding the financial markets
easy and enjoyable, for free.