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

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Withdrawal Limits

December 01, 2022 | We've heard analysts calling for a recession for much of this year, yet, economic growth seemingly remains relatively robust. So what's the deal? Has a recession already started, is it just around the corner, or are we in the clear?

Vanishing Equity

November 30, 2022 | The market has gone eerily quiet in many places. Buyers are exiting the stage and so are sellers. The real estate agents who served them during the pandemic housing frenzy are now left scrambling for listings or even searching for new careers as deal flow plummets.

“Death Spiral”

November 29, 2022 | In legendary investor Howard Marks' most recent memo for Oaktree Capital Management, he seeks to answer the question: "What really matters or should matter for investors?"

Big Flush

November 28, 2022 | If you're unfamiliar, the "Buffett Indicator," derived from Warren Buffett, is a ratio calculated by dividing the U.S. stock market's total value by GDP.

The Happiness Advantage

November 27, 2022 | This means that happiness drove their professional achievements but didn't necessarily come because of them. He believes that, to put things quite simply, happiness varies due to our differing perceptions and responses to obstacles.

Element 79

November 25, 2022 | Since the time of King Croesus in 550 B.C., people have valued the unique properties of element 79. Let's dive into five reasons people across the ages have desired physical gold.

A Tale Of Turkeys And Swans

November 24, 2022 | Are there really any learnings we can take from the Thanksgiving turkey's short life? Well, according to Nassim Taleb in his popular book The Black Swan, there are.

Masterminds

November 23, 2022 | As we stumble into the final stretch of 2022, some may feel like Rocky in the final rounds of a fight with Mr. T. Many are bloodied and bruised, trying to make sense of what's going on and what's next for the markets.

Bear-Market Trap

November 22, 2022 | According to Louis-Vincent Gave, CEO of Gavekal, a financial services firm that provides research for institutional investors, there's a simple six-building-block framework for creating strong portfolios.

International Bestseller

February 18, 2024 | The great American author Stephen King rejected himself. King had written his first story, ‘Carrie,’ but threw it in the trash because he felt it was inadequate. The next day, his wife pulled the story draft out of the trash.

Chocolate Block

February 17, 2024 | A heartwarming story out of the nation’s capital: After her father was diagnosed with cancer, a young woman began collecting and donating books for kids undergoing their own cancer treatments.

Share the Wealth

February 16, 2024 | Private equity (PE) doesn’t exactly have a stellar reputation for treating employees well. Instead, buyout deals usually spur strict cost-cutting and layoffs, providing strong returns for investors in PE funds.

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