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

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Saving The Treasury Market

August 19, 2022 | As the Fed has begun quantitative tightening which drains liquidity from the financial system, this has created a strain on the most important financial market in the world, the U.S. Treasury market.

$110 million

August 18, 2022 | In other news, twenty-year-old university student Jake Freeman, a mathematics and econ major at the University of Southern California, was reported to have made $110 million after selling his Bed Bath & Beyond stake.

Goodbye, Alibaba

August 17, 2022 | Bridgewater Associates founder Ray Dalio, one of the biggest bulls on China, dumped his firm’s entire position in Alibaba amid a fire sale of its holdings in U.S.-listed Chinese stocks.

Turbocharged Value Investing

August 16, 2022 | Can options be useful tools for value investors? Well, for Matt Peterson, they have been a key part of his investing philosophy, which he calls structured value investing.

False Dawn

August 15, 2022 | Even though the S&P 500 and the Nasdaq both have notched their fourth consecutive week of gains, Paul Britton, founder of Capstone Investment Advisors, says it may be premature to start celebrating.

Elon Musk Did What?

August 12, 2022 | If you’ve been selling Tesla stock recently, you’re in good company. Tesla’s controversial founder Elon Musk has sold a sizable share of his stock holdings...

Bull Market’s Back?

August 11, 2022 | Equities boomed yesterday, and it’s almost enough to make you forget that we’ve been in a bear market much of the year. The key word there is almost...

Time Arbitrage

August 10, 2022 | Your timeline, risk tolerance, and how much money you have to invest are all vital factors in determining your portfolio allocation, and everyone has different goals, needs, and objectives.

Non-Physical Economy

August 9, 2022 | Recently, our colleague and friend Clay Finck, showed us a chart highlighting the changing composition of S&P 500 companies over time, from primarily tangible assets to now almost entirely intangible assets.

Weight-loss Empire

January 26, 2024 | Eli Lilly’s rise is a quintessential American, capitalism success story: The pharmaceutical giant grew from a small laboratory in Indianapolis in 1876 to one of the world’s largest pharma companies

Hold Your Horses

January 25, 2024 | Competition in the EV industry is heating up, but Tesla is slowing down. And no, that’s not a reference to its Cybertrucks getting stuck in the snow.

The $3 Trillion Company

January 24, 2024 | Somewhere, Bill Gates is smiling. Microsoft’s remarkable run keeps going. The tech giant achieved the historic $3 trillion market valuation on Wednesday, more evidence of how the artificial intelligence boom has fueled its advance higher and higher.

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