Archive

Keep This Adage in Mind When You're Investing

By Joel Litman

Friday, August 20, 2021

Many Americans can quote these solemn words by heart... But they don't actually come from the Bible... You may be familiar with this prayer. It is no wonder that it resonates with so many, with a message both empowering and serene. God, grant me the serenity to accept the things I cannot change, courage to […]

The 'Return to the Office' Should Be a Tailwind for This Midwestern Company

By Rob Spivey

Thursday, August 19, 2021

Using monastic lessons to guide the transition from WFH to the office... Although many companies continue to push back their return dates due to the recent surge of the delta variant of the coronavirus, it seems inevitable that at some point in the future, corporate America will return to in-person work – at least for […]

Why This Pharma Company Is Hanging On by a Thread

By Rob Spivey

Wednesday, August 18, 2021

A separate medical controversy was brewing amid the coronavirus pandemic... COVID-19, the disease caused by the coronavirus, became one of the leading causes of death in the U.S. last year, third behind heart disease and cancer. Luckily, treatments and vaccines were developed in a short year-long sprint by the medical community. From a medical standpoint, […]

What to Know About China's Recent Tech Crackdown

By Rob Spivey

Tuesday, August 17, 2021

It's clear no company is safe from China's corporate crackdown… Over the past few months, it has felt like you can't go a week without a new Chinese tech company getting into trouble with the country's regulators and the rejuvenated Chinese Communist Party's leadership.  First, it was Alibaba (BABA), with the canceled initial public offering […]

How to Tell if We Are in a 'Housing Bubble'

By Rob Spivey

Monday, August 16, 2021

Prices are on the move... The steep surge in commodity prices keeps hitting the headlines today. The price of lumber, semiconductor chips, gasoline, grocery store staples, and even the lattes sold at your local coffee shop cost more now.  The used car market, known for its rapid depreciation, not appreciation, is up more than 40%. […]

The U.S. Is Facing a Scarcity of Its Most Precious Resource

By Joel Litman

Friday, August 13, 2021

There's a scarcity issue for the modern economy's most important resource... I recently arrived back in Istanbul after spending much of the first half of 2021 in the U.S., mostly in Florida. As I look back, one of the most jarring parts of my trip was the appearance of many "now hiring" signs. You have […]

This Services Company Is Winning the Complicated 'Green Revolution'

By Rob Spivey

Thursday, August 12, 2021

The case for green energy, beyond reaching net zero... Across the globe, countries are calling for net-zero emissions by making sure they aren't creating more greenhouse gasses than they can remove. It's an ambitious goal, given that the global economy still mostly depends on fossil fuels. But the vast scientific consensus points to disastrous consequences […]

Congress May Be About to Propel the Cannabis Market Higher, But Not Every Company Will Be a Winner

By Rob Spivey

Wednesday, August 11, 2021

A slew of legislative actions may completely upend the U.S. marijuana industry... For many years, U.S. banks and public investors have largely ignored or have been outright denied access to the country's cannabis market. The drug is still on the federal government's list of controlled substances. This means businesses tied to the trade are cut […]

The Data-Driven Economy Is Pressuring the Backbone to Your Credit Score

By Rob Spivey

Tuesday, August 10, 2021

Our economy operates on a brilliant concept... Two important inventions – debt and money – make our modern economy function. Not only do we collectively agree to assign value to otherwise valueless pieces of paper, but we are comfortable selling things without actually being paid yet. The loan is a brilliant concept. In many instances, […]

What the Real Numbers Tell Us About the World's Superpowers

By Joel Litman

Monday, August 9, 2021

The U.S. has enjoyed the envious position of being the world's hegemon… The world stage seemed relatively tranquil for the first time in nearly a century after the collapse of the former Soviet Union in the 1990s. The "Iron Curtain" fell, the Internet took off, and the peoples of Central and Eastern Europe became more […]