The newsletter

Page 10 of 15

Issues 110 through 121 of 174.

💰 Maniac Minute: The 4% That Drives 100% Of Gains

Stock picking seems straightforward in theory—just buy the “winners” and avoid the “losers.” In reality, it’s far tougher than it looks. One big reason? Positive skewness of returns.

January 6, 2025

💰 5 Fact Friday: Fannie, Freddie, and the Privatization Play

Bill Ackman recently shared his bold thesis on Fannie Mae and Freddie Mac, the two largest government-sponsored enterprises. Together, these mortgage giants carry $8 trillion in liabilities on the federal balance sheet.

January 3, 2025

💰 Maniac Minute: 7 Resolutions For A Richer 2025

Start the new year with a financial edge! From smarter budgeting to tax-savvy investing, these resolutions offer actionable steps for your best financial year yet.

December 30, 2024

💰 5 Fact Friday: The Shocking Truth About Market Timing

By historical standards, today’s 22x forward P/E ratio is sky-high—at levels seen only during the dot-com bubble and the pandemic boom. However, this measure has not been a good predictor of performance.

December 27, 2024

💰 Maniac Minute: The Power of Endless Breadsticks

Even though last week’s trading screens looked redder than Santa’s suit, we got some sweet gifts: PCE inflation dipped to 2.4%, Q3 GDP growth popped to 3.1%, and Congress finally squeezed out a deal to keep the lights on till March.

December 23, 2024

💰 5 Fact Friday: Was The Santa Rally Stolen?

Jerome Powell and the Fed just went full Grinch-mode, snatching the Santa Rally right out of Wall Street’s sleigh. The committee delivered a 0.25% rate cut but paired it with a forecast two sizes too small for holiday cheer.

December 20, 2024

💰 Maniac Minute: Musk Hits $400B, Americans Add $4.8T

Big Tech powers the Nasdaq to new highs as Musk’s fortune soars and Americans ride a $4.8T wealth wave into the holidays.

December 16, 2024

💰 5 Fact Friday: The Brewing Coffee Crisis

Coffee prices just hit a historic peak, leaving caffeine addicts and investors jittery. Arabica—the world’s most popular variety—just smashed its 1977 record, with futures soaring 84% this year to $3.44 a pound.

December 13, 2024

💰 Maniac Minute: Your December To-Do List

December isn’t just for ugly sweaters and holiday playlists—it’s prime time to tie up loose financial ends. Here’s your quick checklist to sleigh the season...

December 9, 2024

💰 5 Fact Friday: Bitcoin Breaks The $100K Barrier

Bitcoin blasted past the psychological milestone of $100,000, soaring from $98K to nearly $104K in under an hour...

December 6, 2024

💰 Maniac Minute: Are We Reliving the Dot-Com Boom?

November wrapped up as the best month for major indices in over a year. If December can keep the sleigh on course...

December 2, 2024

💰 5 Fact Friday: Will This Man Be America’s New CFO?

President-elect Trump just nominated hedge fund heavyweight Scott Bessent as Treasury Secretary, and the markets are popping champagne. Here's why...

November 29, 2024