Newsletters2024-01-24T23:03:20-05:00

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Nifty Fifty

June 23, 2024 | In the '60s and early '70s, Wall Street wasn't just dancing; it was grooving to roughly 50 stocks. Enter the Nifty Fifty, a group of blue-chip darlings. Investors pounced on them as valuations kept surging.

Broader Scope

June 21, 2024 | We’re breaking down what the world’s largest real estate investor has been up to. Blackstone has shifted its portfolio strategy over the past 16 years.

Ponzi Funds

June 20, 2024 | Buyer beware: The dangers of hot money in ETFs can create major losses to investors’ portfolios. A new study cautions investors to carefully consider such “Ponzi Funds.”

New Balance of Power

June 17, 2024 | One man in the spotlight: CEO Satya Nadella, who bet the future of Microsoft on the potential of AI when he forged a groundbreaking partnership with OpenAI, the creator of ChatGPT.

Makers and Takers

June 16, 2024 | Today, we're sharing our fascinating interview with the Financial Times’ Rana Foroohar, who writes about everything from insurance to globalization to big tech.

The Flavors of Life

June 14, 2024 | As the planet continues to warm, extreme weather is upending the production of some of life's great culinary comforts: wine, olive oil, coffee, and cocoa.

Apple Intelligence

June 12, 2024 | Shares in the iPhone maker have soared roughly 9% this week alone. The catalyst: its long-awaited push into AI at its annual developer conference on Monday.

Bear Market in Diversification

June 10, 2024 | In case you hadn’t noticed, American stocks have been on a great run since the 2008 financial crisis, outpacing almost everything else.

Why Buffett Won’t Buy Nike

June 9, 2024 | We’ve curated some of the best charts, reading, podcasts, and videos we’ve come across this week for you to enjoy, all in a 2-minute read.

End of an Era

September 16, 2024 | This is the week. It’s a big one: The Federal Reserve’s rate cuts are upon us. In the coming months, those rate cuts will ripple through the economy, from businesses to home and car buyers to everything in between.

Unshakeable

September 15, 2024 | Today, we're chatting with Frederico Santarém, a member of our Mastermind Community, about his investing process, influences, and long-term ownership of great companies.

Easy Come, Easy Go

September 13, 2024 | Americans could use housing relief. Many renters (about half) spend 30% or more of their income on housing, and the housing market is coming off its worst spring season in 12 years.

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