Get smarter about valuing businesses in just a few minutes each week.
Get the weekly email that makes understanding intrinsic value
easy and enjoyable, for free.
Don’t Fight The Fed
November 7, 2022 | Know about the upcoming elections in the U.S. and why travel spending is hurting retailers, plus our main story on how to know when the bear market in stocks is ending.
Chip Wars
November 4, 2022 | We're actually referring to the Biden administration's recent moves to handicap China's economy and advanced tech industries via America's influence over semiconductors. These are the powerful, cutting-edge computer chips that power our world and enable everything from artificial intelligence (AI) to precise missile defense systems.
“No Longer Analyzable”
November 3, 2022 | Today, we'll discuss two things in the news: Elon Musk's latest moves at Twitter and new developments in the Chinese property crisis, plus our main story on why simplicity trumps complexity in investment planning.
Hedge Fund Legend
November 2, 2022 | We'll discuss two items in the news today: The Fed's fourth massive rate hike in a row and the corresponding fallout for bond prices this year, plus our main story on a hedge fund legend.
Bubble 3.0
November 01, 2022 | Today, Know about Biden's warning to oil companies about profiting from higher energy prices and whether the return of meme stocks may be a good thing for markets, plus our main story on why we may (still) be in the biggest financial bubble in a century.
Fed Pivot
October 31, 2022 | Today, we'll discuss the Fed's impending rate hike moves and one volatile asset that's been surprisingly stable lately, plus our main story on whether Meta is worth buying after its recent selloff.
The Holy Grail
October 28, 2022 | We discuss two items in the news: Why Intel's stock is surging despite its gloomy outlook and how housing is getting hammered by the Fed's war on inflation, plus what Warren Buffett considers the 9 most important words ever written about investing.
Recession Postponed
October 27, 2022 | The rebound in growth after two straight quarterly declines in GDP provided evidence that the economy is not in a recession. However, the risks of a downturn have increased as the Fed doubles down on rate hikes to battle the highest levels of inflation seen in 40 years.
Tenet
October 26, 2022 | Two items will be discussed in the news today: The rising cost of a Chipotle burrito and Spotify's mixed earnings report, plus our main story on Warren Buffett's investment tenets.
