Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Tariffs, Trump and Tumbles: What If the Market’s Got It Wrong?
April 13, 2025, 8:46 a.m.
18 Quality Growth Ideas from Top Pros
April 6, 2025, 8:53 a.m.
27 Value Investing Ideas from New York’s Best Minds
March 30, 2025, 8:47 a.m.
The ETF Revolution: Is $20 Trillion the End Game?
March 23, 2025, 9:57 a.m.
The Substack Gold Rush: Who’s Winning and Why?
March 16, 2025, 9:56 a.m.
The Pricing Power Illusion and Why this ETF Got it Wrong
March 9, 2025, 9:57 a.m.
Fundsmith Unfiltered: Straight Talk on Stocks
March 2, 2025, 9:52 a.m.
From Boom to Bust: A Hedge Fund’s Rise and Fall
Feb. 23, 2025, 9:52 a.m.
The Great EBITDA Illusion
Feb. 16, 2025, 9:57 a.m.
The Enduring Edge: Why Corporate Longevity Matters
Feb. 9, 2025, 9:50 a.m.
A Unique Framework for Navigating the Semiconductor Boom
Feb. 2, 2025, 9:54 a.m.
Bitcoin to $800k? Hugh Hendry’s Magic, Tom Slater’s Musk Lessons, and more
Jan. 26, 2025, 9:55 a.m.
The Long and the Short of It
Jan. 19, 2025, 9:55 a.m.
Sohn London’s Consumer Staple Gamble
Jan. 12, 2025, 9:54 a.m.
My 2024 Reading Journey: What 36 Books Taught Me About Investing and Life
Jan. 5, 2025, 9:53 a.m.
Philanthropy Through an Investing Lens:
Dec. 22, 2024, 8:49 a.m.
Playbook for 2025: 4Rs, 3Ts & Surprising Shifts Experts Are Betting on
Dec. 15, 2024, 9:57 a.m.
A Governance Puzzle and Two Quality Growth Gems
Dec. 8, 2024, 9:51 a.m.
Investment Insights from Sohn London: A Tempting Trio
Dec. 1, 2024, 9:42 a.m.
Legends, Leaders, and Sohn London: Exclusive Insights & Investment Pitches
Nov. 24, 2024, 9:57 a.m.
The Rollercoaster Ride of Masayoshi Son
Nov. 17, 2024, 9:59 a.m.
Masa's Marvels and Missteps: The SoftBank Saga Unveiled
Nov. 17, 2024, 9:57 a.m.
The Enigma of Masa Son: Visionary Genius or Lucky Gambler?
Nov. 17, 2024, 9:49 a.m.
Navigating Uncertainty: Ruffer's Master of Disaster Explains his Roadmap
Nov. 10, 2024, 9:47 a.m.
Final Picks and Perspectives: Wrapping Up the Quality-Growth Conference
Nov. 3, 2024, 9:57 a.m.