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

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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.

Paradox of Time

November 20, 2022 | Bloom argues that "work is important enough to take seriously, but not important enough to take too seriously." Yet, many of us will spend years working "too seriously."

Twitter’s Ultimatum

November 18, 2022 | Musk fired nearly half of Twitter's employees just weeks ago, and now, hundreds more have decided to quit rather than agree to Musk's demands.

Podium Of Errors

November 17, 2022 | Know more about the surprising resilience of corporate investment and London's downfall as a global financial center, plus our main story on François Rochon.

Hard Work, Talent, or Luck?

November 16, 2022 | Today, we'll discuss two items in the news: How Americans are increasingly tapping into their home equity and one company's warnings of a slower holiday season, plus our main story discussing if positive results are due primarily to hard work, talent, or luck.

Inflation-Fighting Robots

November 15, 2022 | As developed economies deal with labor shortages and rising manufacturing costs while trying to "re-shore" (opposite of offshoring) their supply chains to mitigate political/economic risks, automation offers an effective remedy.

Rich Get Richer

March 8, 2024 | Being wealthy comes with many perks. One of them is the chance to have a devoted investment team managing your money. And the number of wealthy families employing these “family offices” to oversee their assets is booming, tripling since 2019.

Sell My Votes

March 7, 2024 | Can you buy shareholder votes in a company, hoping to influence its corporate governance decisions, without buying more shares of stock explicitly? Yes, and it’s actually legal to do, though not hugely popular. Well, except in niche situations.

Gold Rush

March 6, 2024 | Bitcoin is soaring, and some say Bitcoin is “digital gold.” But how about regular gold? It’s enjoying a nice little run of its own.

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