A new series covering companies in the 8 to 80 Portfolio… 1) Why is Netflix an 8 to 80 Brand? Netflix is increasingly becoming a part of every household, and its viewers span multiple generations, from Gen Z to Boomers… It is fast becoming a global brand, with international growth outpacing US growth over the […]
The third wave of COVID-19 in the US is here. Let’s take a closer look at what that means through a series of questions and answers… When did the 3rd wave begin? New cases started trending higher again in mid-September after falling for the two months prior. They hit their highest level ever this weekend […]
5 charts from the past week that tell an interesting story in markets and investing… 1) Bonds Breaking Down? Long-term bond yields are creeping up, with 30-year treasuries at their highest levels since June. Why are yields rising? The combination of rising inflation expectations, a recovering economy, and the prospect of trillions more in debt to […]
In an investment world that is increasingly shifting towards passive index funds and ETFs, what’s the case for owning individual stocks? For Howard Lindzon (founder partner at Compound), the answer simple: do it for profit, and do it for joy. Howard has a unique view of the investing landscape, sitting at the intersection of private […]
It has become commonplace to compare covid-19 outcomes in one country to another. By now you’re all familiar with the arguments… “Country A did better. Country B did worse. Country A and their leaders should be praised; Country B and their leaders should be condemned.” Lost in these simplistic conclusions are the many important factors […]
5 charts from the past week that tell an interesting story in markets and investing… 1) If You Give It, They Will Spend It The boom in Retail Sales continues with new all-time highs and a September surge. The lesson: if you give the American consumer free money, they will spend it. The recessions of yesteryear […]
5 charts from the past week that tell an interesting story in markets and investing… 1) $27 Trillion and Counting… US National Debt has crossed above $27 trillion for the first time. A year ago it was below $23 trillion. As a percentage of economic output (GDP), our national debt has never been higher, steadily […]
US National Debt has crossed above $27 trillion for the first time. A year ago it was below $23 trillion. As a percentage of economic output (GDP), our national debt has never been higher, steadily increasing over the past 40 years… 1980: 31% 1990: 52% 2000: 58% 2010: 87% Today: 138% Why is the ratio […]
5 charts from the past week that tell an interesting story in markets and investing… 1) US Jobs Comeback Continues, Slowly 661,000 jobs were added back in September, building on the gains from May through August. This was the smallest rate of change since February, but still a very large move in any historical context. […]
5 charts from the past week that tell an interesting story in markets and investing… 1) The Other Side of Mania What follows a mania? Investors in Nikola are slowly finding out, with the stock now down 83% from its high in June. 2) Nothing Easy About Investing Remdesivir has been widely regarded as one […]