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

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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.

ETF Graveyard

November 21, 2022 | Because ETFs typically rely on a fixed percentage fee of their AUM to cover expenses, such as salaries for the investment managers who run the funds, if their fund can't stay above a certain size, then it must close.

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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