Frameworks, fundamentals, and how to read the markets.
EDUCATIONThe first big wave of bank earnings is in, and the banks made a truly offensive amount of money. JPMorgan pulled in $50.5 billion. Citi hit a ten-year revenue high. Bank of America notched its best per-share earnings in nearly two decades, and Morgan Stanley and Goldman Sachs…
EDUCATIONTax Day was April 15. If you are reading this with one W-2 still missing, three tabs open, and a pulse audible from the hallway, breathe. Missing the deadline is bad. Missing it by a lot is worse. And the absolute worst version of this problem is thinking, “I can’t pay, so I…
EDUCATIONFriday’s CPI report was a good reminder that inflation is one of those economic words everyone hears, everyone uses, and almost nobody enjoys. In March, the Consumer Price Index rose 3.3% from a year earlier, while the energy index jumped 10.9% in a single month and gasoline…
EDUCATIONP/E ratios tell only half the story. Here's how savvy investors evaluate true value in any market condition.
A new framework for risk-adjusted returns that elite fund managers are quietly adopting.
EDUCATIONForget the pastels. In 2026, the Easter basket is a $24.9 billion stress test for the American consumer. Americans are expected to spend a record $195.59 per person on Easter this year, even as inflation expectations have climbed, hiring has softened, and the consumer mood…
EDUCATIONToday is the only day of the year when a company can publish fake news on purpose and hope everyone calls it clever. Sometimes that works. Sometimes it gets awkward. Sometimes it gets regulatory. Volkswagen’s fake “Voltswagen” rebrand was detailed enough to move shares and…
EDUCATIONPrediction markets have gone from niche internet curiosity to something regulators, sports leagues, macro traders, and finance obsessives all suddenly care about. That is usually a sign that a strange little corner of the market has grown into something bigger. Platforms like…
EDUCATIONIf you invest online, you already know the obvious risks. Stocks fall. Crypto melts down. A hot trade at market open turns into a lesson in humility by lunch. The less obvious risk is that your financial life now lives across a ridiculous number of platforms. Your bank has part…
EDUCATIONAlternative assets (“alts”) are investments that sit outside the classic trio of stocks, bonds, and cash. People add them for diversification—hoping alts won’t move exactly like everything else—especially when markets get choppy. But alts often come with more complexity, higher…