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Upside-Down Economics
February 03, 2023 | Eggs are, in many ways, the household staple equivalent of gasoline. We may use them daily in one form or another, load up a few times a month, and we likely have an intuitive feel for what both should cost.
Air Jordan
February 02, 2023 | “Some people want it to happen, some wish it would happen, others make it happen.” – Michael Jordan
The Attention Economy
February 01, 2023 | Young people have always perplexed their elders, yet their shopping habits underpin powerful future economic trends.
Bear Market Rally?
January 31, 2023 | There were several sharp rallies last year as the market ultimately ground lower to its mid-October low, notably the drastic upswing in July and August. Of course, it didn’t last.
Reality Check
January 30, 2023 | Farmland isn't the first place investors look to when trying to maximize returns or diversify their portfolios.
The Undoing Project
January 28, 2023 | In The Undoing Project, Lewis explores the psychological biases that contributed to why other scouts were so wildly wrong about the forgotten players who underpinned Oakland's success.
Dear Diary
January 27, 2023 | Stocks continue to roll in 2023. Whether it's another bear market rally or a new bull run remains to be seen, but so far the S&P 500 has risen nearly 7% this year, led by the technology sector.
Trouble Beneath the Surface
January 26, 2023 | As a follow-up to her past piece on mean reversion, Rebecca Hotsko, the host of our Millennial Investing podcast, joins us again today to discuss why multiple expansion/contraction is a critical component of your investment return.
Risk & Return
January 25, 2023 | “People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game.” — Peter Lynch
Left Behind
March 13, 2024 | While the Western world has hiked interest rates in response to a pandemic-era inflation burst, the planet’s third-biggest economy has seemingly missed the memo, keeping interest rates extremely low — Japanese government bonds maturing in 10 years pay meager yields just shy of 0.8%.
It Isn’t Just Big Tech
March 12, 2024 | Against popular belief, this market isn’t just about a few wonderful mega-cap companies. A broad group of companies has fueled the recent climb to record highs, even as monster companies like Apple and Tesla have sunk this year.
Place Your Bets
March 11, 2024 | You can bet on almost anything in markets if you're clever enough. Typically, people think of this in two basic ways — you can bet on stocks, bonds, gold, bitcoin, etc., to go higher or lower in price.
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