I wanted to reach out at this time of year and tell you how grateful I am for you being both reader and friend.

Worldwide total government debt as of 2024, at least according to this source, was $97.5T. That means the US accounts for ...

The merged company supplied eggs from California to Maine—and Cal-Maine Foods (CALM) was born. The company remains the ...

Many investors fall into one of two camps: fundamentals-driven investors who think charts are tea leaves, or technicians who ...

What’s the biggest risk to the artificial intelligence (AI)-led bull market? It’s not a recession… big tech companies overspending... or China. The biggest risk is not being invested in the right AI ...

The percentage yield is your money’s horsepower. It lets you compare your investments against other income products.

Preface: I don’t think it’s just me. We are all getting overwhelmed with information and seemingly important news. What will the Fed do? Is Trump going to invade Venezuela? What about Israel? Ukraine?

Sometime in the late aughts (after the GFC) I wrote a letter stating that private credit would one day be bigger than private equity. We are not there yet but getting closer. Private credit, like ...

What if I told you the title were: A History of Interest Rates, covering 4,000 years of lending practices across civilizations? Zzzzzzzzzzzzzz… The first person to recommend Sidney Homer’s treatise on ...