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

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Mother Of All Evil

October 20, 2022 | Today, we'll discuss more signs of trouble in the housing market, the country that's still lowering interest rates despite record inflation, and the reasons why you can still lose money even when you're right in investing.

The October Effect

October 19, 2022 | This month has historically had some of the worst market corrections, but we're hoping the scariness of the "October Effect" and a plunging stock market skips us.

The Snowball

October 18, 2022 | As Alice Schroeder put it in her book, The Snowball, "the great engine of compounding worked as a servant on his behalf, at exponential speed and under the gathering approval of a public gaze.

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.

AI Tipping Point

February 22, 2024 | “The most important stock on planet Earth,” that’s what Wall Street has to say about Nvidia, which keeps going up.

Shadow Insider Trading

February 21, 2024 | What happened when a biotech executive bought options on another drug company’s stock, earning $120,000? The SEC came knock, knock, knockin’.

The New Europe

February 20, 2024 | Yes, your home reno is very impressive and ambitious, but it pales in comparison to what’s going on in Saudi Arabia. Big things are happening in the kingdom whose Crown Prince has committed to turning the Middle East into “the new Europe.”

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