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

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Current Market Conditions

December 27, 2018 | What a month is has been for the stock market! On December 3, the S&P500 was trading at 2,790. Yesterday, before the market opened, it was trading at 2,351 — a drop of nothing less than 15.7%, only to bounce back...

Current market Conditions and Big Tech

December 11, 2018 | The biggest tech stocks including Google, Facebook, Amazon, Apple, and several others have nosedived recently. It’s tempting to make a comparison to the “Nifty Fifty"...

Current Market Conditions and Attractive Value Picks

October 26, 2018 | We’re still experiencing the second most expensive stock market and the longest bull market ever recorded. This might make you think that the rules have changed and that bear markets are less likely to happen today...

2 New Intrinsic Value Assessments from The Investor’s Podcast

August 9, 2018 | Warren Buffett is sitting on so much cash that he can only make meaningful investments in the biggest corporations in the world. For those of us, who (unfortunately) do not have the same problem, the lack of capital can be used to our advantage.

3 New Intrinsic Value Assessments from The Investor’s Podcast

July 17, 2018 | Warren Buffett is sitting on more than $100B in cash and is still waiting for the right acquisition. In the meantime, he has been using some of Berkshire Hathaway’s cash flow to build a significant position in Apple of more than $40B.

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.

Talk To Chuck

January 23, 2024 | Charles Schwab’s former marketing campaign stands as one of the most effective financial ad campaigns of all time. But those days are over. Schwab’s net income last year fell 29% from a year prior, and the stock has gotten punished.

On The Move

January 22, 2024 | American workers are getting antsy. About 85% of 1,000 U.S. professionals polled in a new LinkedIn survey say they’re considering changing jobs this year, up from 67% a year ago. About 90% of Gen Z workers — in their early and mid-20s — and 92% of millennials are considering a job change in 2024.

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