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

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Maybe There’s No Recession After All…

August 5, 2022 | Businesses continue to hire despite two consecutive quarters of economic contraction, a slowdown in consumer spending, and the rising risks of recession.

Your Blueprint To Financial Freedom

August 4, 2022 | The book’s most useful information for value investors is from the lessons Guy Spier learned along his path to success. Three takeaways from his transformative journey are...

How To Be a Learning Machine

August 2, 2022 | Education should be a work in progress until our final days. The investment you make in yourself will always pay off in the end. The wiser you are, the better decisions you’ll make. Here are some actions steps...

Is the “Everything Bubble” Popping?

August 1, 2022 | Last year when Grantham spoke to us, he warned of multiple bubbles across financial markets that he called the “everything bubble”, while highlighting that a downturn in speculative tech stocks would be the canary in the coal mine.

The Truth About Growth Stocks

July 29, 2022 | Traditional value investors have balked at the pricey valuations of Amazon, Alphabet, and many of the other technology darlings, but they’ve missed out on owning some the best-performing stocks of the past twenty years.

The Recession Begins!

July 28, 2022 | “We’re in a sentiment recession. I don’t think we’re in an actual recession.” The definition of a real recession has become a contentious political point, as a strong labor market seems at odds with a downturn in the business cycle.

The Milkshake Theory of Investing

July 27, 2022 | You may have heard of the Dollar Milkshake Theory from Twitter or even some past TIP interviews. While it sounds like it could be a tasty treat, if it unfolds as Brent Johnson from Santiago Capital expects, things could get ugly.

How to Retire at 45

July 26, 2022 | How did Nomad generate so much alpha? Here are some of their investing tenets that allowed them to compound money at an incredible rate.

Disappearing Public Companies

February 3, 2024 | Back in 1996, there were over 8,000 public companies trading on American stock exchanges. Fast forward to today, and that number has collapsed to fewer than 3,750. The end result?

Comeback Kid

February 2, 2024 | Two years ago, Facebook’s parent posted the biggest market valuation loss in stock-market history. But Thursday, it reported more impressive quarterly earnings, and its stock rose about 21% on Friday — adding $200 billion to its market cap, the biggest single-session market value addition.

Banking Drama Is Back

February 1, 2024 | Nearly a year out from 2023’s panic in regional banks, marked by the collapse of Silicon Valley Bank (SVB) and First Republic, problems at not-too-big-to-fail banks are rearing their head again.

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