Tensions between the United States and China continued to rachet higher this week as House Speaker Nancy Pelosi visited Taiwan despite warnings and provocations from Beijing and concerns from President Biden. Pelosi’s visit comes on the heels of news last Friday that the U.S. Securities and Exchange Commission (SEC) added… Read More
Quote: “Today is a sad day at [MasterClass]. I made the really hard decision to reduce our team by 20% to adapt to the worsening macro environment and get to self-sustainability faster.” – David Rogier, CEO of MasterClass Self-Sustainability is the New BlackDuring the heat of the latest growth… Read More
Equity compensation is taking up a larger percentage of income for many employees. Company stock can provide incentives and attract top talent, but it can also lead to significant tax implications and employees can end up taking on too much risk in one security. It is important to understand how… Read More
As the Cambridge economist Arthur Cecil Pigou once noted, “the era of optimism dies in the crisis, but in dying it gives birth to an era of pessimism.” This could describe most investors’ pivot on China over the past few years. Read More
The Covid-19 pandemic set off a series of chain reactions in the US economy that persist to this day. One of the most consequential – especially for small and medium sized businesses – is how difficult the hiring market has become. Read More
The spike in inflation has created an opportunity for Series I bonds. While interest rates on savings accounts, money markets, and CDs are still near historic lows, these bonds offer a much more attractive rate without taking on much risk. This is an attractive investment opportunity for those that need… Read More
Quote:“The premise of saving for 10, 20, 30, 40 years and only having access to daily liquidity products doesn’t make sense.” – Joan Solotar, Global Head of Private Wealth Solutions at Blackstone Inc. Alternative Investments During Periods of VolatilityAlternative investments have long been used as a tool in… Read More
Ride Away, Right Away! It’s no April Fool’s gag that the first quarter was a rare down one for stock investors. That is, unless they were closely following this newsletter’s repeated recommendations to have considerable hard asset exposure. The S&P 500 was down roughly 4 ½% in Q1, while the… Read More
Implausible Deniability? The economic and geopolitical headwinds are blowing much stronger than they were prior to Russia’s attack on Ukraine. So, what has been the stock market’s reaction to this? Just like in the days when the Fed was in binge-print mode, it has been to head north. The S&P… Read More
In this final chapter of Bubble 3.0, I cover the subject a number of you have been asking for since we began publishing my book in chapters and mini chapters: How best to protect your personal wealth from the radically different investment environment in which we find ourselves. It’s… Read More
