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What role do company dynamics play in company performance and investment performance? Here are the traits of the ideal industry.
Now that the big dogs of cloud computing have all reported their quarterly earnings, we can step back and get a sense of the searing demand that AI is driving toward their businesses. Collectively, the big three cloud providers reported a $1.1 TRILLION backlog of revenue.
The labor market that appeared to be entering a more stable phase is now showing hard-to-ignore cracks, with job openings collapsing and early signs of a pickup in layoffs.
The dramatic increase in the price of gold over the past year has probably not escaped your attention, but it is not the rise in the yellow metal that is most interesting, rather the behavioural implications. How does extreme positive performance from any asset class or fund make us think and act, and why?
Though assets continue to flow out of mutual funds into more tax-efficient vehicles, the threat of capital gains taxes may be keeping trillions of dollars locked in limbo.
Most institutional investors say AI is a key part of their investment research process, according to a new report from Brunswick Group. It’s not just young retail investors that are relying on AI to inform investing strategies.
Housing is a lot more expensive today than it was in the past, even when you account for inflation. However, there is some context necessary here. Back in the day, when houses were more affordable, they also had far fewer amenities.
The tax deadline for most people is April 15th, but anyone who is smart and in control of their financial life knows your accountant should receive most of your documents in February, get an estimate of what you owe by March, pay what your accountant estimates that you owe, and then go on extension and file in October.
It shouldn’t matter who’s bringing the income into the relationship. Each partner needs autonomy, and they need mutual respect. Somebody may stay at home to support their spouse’s career—that permits the working spouse to focus and dedicate their time on growing their business. That adds value.
Markets are not pricing feelings. They are pricing survival and adaptation. If you cannot emotionally handle non-existential risk, long-term ownership isn’t for you.
Take a medieval king and drop him into the home of the average family today and he just might bow. By many measures, we may be wealthier than ever. Yet survey after survey points to an alarming level of unhappiness.
The goal is less about optimization and more about consistency. The goal is to make most money moves so boring and automatic that you forget to mess them up. This is true for impulse shoppers, procrastinators, stressed-out adults, and even teenagers.
While the word ‘reset’ carries a slightly negative connotation in the sense that it implies something is not really up to the mark or that it needs troubleshooting, a financial reset simply means getting all your ducks in a row after a whirlwind holiday season.
