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

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Debt Spiral

October 17, 2022 | Countries like the U.S. that issue debts in their own currency are not entirely immune from default risk, especially for liabilities that are pegged to inflation, like social security, which makes it challenging to "inflate your way out of the debt."

Bear Market Blunders

October 14, 2022 | Today, we'll discuss a consolidation in the grocery industry, 3rd quarter banking results, more on the unfolding saga in the U.K., and how to avoid the top four bear market mistakes.

Zombie Invasion

October 13, 2022 | Some may define zombie companies as "firms that haven't produced enough profit to service their debts (also known as an interest coverage ratio below one) for three straight years." Based on that definition, around 13% of U.S. companies could be classified as zombies.

No Bid

October 12, 2022 | The Bank of Japan is dealing with its own challenges as its 10-year bonds went “no bid” for the third consecutive day, which means there have been no buyers for the securities.

Material Risk

October 11, 2022 | Today, we'll discuss the absence of major buyers from U.S. Treasury bond markets, "material risk" in the U.K.'s financial system, why now is the best time for Americans to travel, and a deep dive into how the rich invest.

Au Contraire

October 10, 2022 | David Dreman is arguably one of the founding fathers of contrarian investing, and his methodology, when it comes to stock selection, generally opposes or rejects popular market opinion. He has deeply studied the psychological underpinnings of the stock market and its impact on valuation levels.

Crypto Hack

October 7, 2022 | Cryptocurrency exchange Binance temporarily shut down its blockchain network after hackers withdrew 2 million BNB tokens from a cross-chain bridge linking with its BNB chain. A cross-chain bridge is a tool that allows the transfer of tokens from one blockchain to another.

Sovereign Downgrade

October 6, 2022 | Britain’s aggressive package of tax cuts, paired with plans for large-scale borrowing, nearly crashed the country’s debt and currency markets before the Bank of England intervened.

Gimme Shelter

October 5, 2022 | Today, we'll discuss Elon Musk's agreement (for the second time) to buy Twitter, Micron's plans to invest billions in U.S. semiconductor production, Nasdaq delaying its cryptocurrency exchange plans, and our takeaways from Oaktree Capital's quarterly letter.

NYC On Sale

February 5, 2024 | Forget this bonkers housing market. How about buying a whole apartment building? New York City apartment buildings are on sale for a bargain, sometimes 50% off.

Housing Revolution

February 4, 2024 | Meet Icon’s Jason Ballard, who wants to put a dent in the affordable housing crisis. Could his tiny Austin, Texas-based company disrupt the trillion-dollar construction industry?

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