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

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Is China The Next Japan

December 05, 2022 | In recent years, paranoia has increased dramatically over whether the U.S. will cede its position as the world's top economy and military power to China.

First Things First

December 03, 2022 | At our company, we call this "opportunity cost," and we address it in our corporate values. It's actually our number one value: "Doing first things first."

One Up On Dalal Street

December 02, 2022 | Can you imagine starting with about $420 in capital in 1985 and amassing a fortune worth $5.8 billion by 2022? Well, that's exactly what Rakesh Jhunjhunwala accomplished, starting off trading stocks on the Bombay Stock Exchange on Dalal Steet in India.

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.

Apple Stumbles

March 5, 2024 | One of the market’s most important stocks and a pillar of the “Magnificent 7” is off to a bumbling start for 2024. On Tuesday, Apple shares fell almost 3%, marking an over 8% decline for the year.

Thanks, Big Tech

March 4, 2024 | Bitcoin is booming, tech stocks are flying, and monetary policy is softening as the Fed contemplates cuts. It feels like 2020 and 2021 again. Yet, a common response to market euphoria back then pointed to the four-letter acronym “ZIRP,” which stands for Zero Interest Rate Phenomenon.

Liquid Gold

March 3, 2024 | With the rapid growth in alternative investments over the past 10 years, Jeremy Kasler was surprised to find one asset that had flown under the radar. Bourbon.

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