Bear Market Mania with Charlie Bilello

FEATURING THE FOUNDER & CEO OF COMPOUND CAPITAL ADVISORS, CHARLIE BILELLO, @charliebilello Is this a bull or a bear market? In looking at any of the major U.S. indices, that might seem like a ridiculous question. The S&P 500 is up over 20% on the year and has hit 66 all-time highs, the second most of … Continued

Turning a $10K Investment into $39M with Austin Lieberman

FEATURING SOCIAL CAPITAL’S EMERGING MANAGER, AUSTIN LIEBERMAN, @LiebermanAustin ​​A $10,000 Investment in Microsoft in 1986 is Worth $39 Million Today! I hate these headlines. But let’s play along.. A $10,000 investment in Microsoft on November 3, 1986 held through November 29, 2021 is worth $38.9 million today. That’s a 389,000% return compared to a measly 4,270% return … Continued

The New and Improved Inflation Hedge With Chris Dunn

FEATURING THE HOST OF WE TALK MONEY PODCAST, CHRIS DUNN @ChrisDunnTV   When you ask someone the main reason why they invest, they are likely to respond with: “to grow my money, and beat inflation”. Over the past decade, inflation has been rather muted. Investors in equities have been handsomely rewarded with low interest rates, low inflation and … Continued

Investing When Inflation Outpaces Interest Rates With Lyn Alden

FEATURING THE FOUNDER OF LYN ALDEN INVESTMENT STRATEGY, LYN ALDEN @LynAldenContact   One of my favorite ways to use YCharts is to keep track of various interest rates compared to various measures of inflation on one convenient chart. Historically, interest rates and inflation have often moved together, but things have been very different in 2021. We can … Continued

Stock-based Compensation: A Love/Hate Relationship with Simon Erickson

FEATURING 7 INVESTING’S, FOUNDER & CEO, SIMON ERICKSON @7Innovator   In today’s full-throttle world, we’ve gone numb to hearing about stock-based compensation. During earnings calls, we yawn or mentally check out when companies start talking about their “adjusted earnings” or their “adjusted margins”. We already know and have come to accept that Silicon Valley’s fast-growing tech … Continued

Predicting Q3 Earnings through FAANG with Beth Kindig

FEATURING I/O FUND’S, TECHNOLOGY INDUSTRY ANALYST, BETH KINDIG @Beth_Kindig   FAANG – An analysis of FAANG heading into Q3 earnings FAANG is a well known acronym that includes some of the most successful tech companies: Facebook, Amazon, Apple, Netflix and Google. These highly liquid stocks generally lead the market, as they have certainly done this year. … Continued

Overvalued Markets, Big Decisions & Cherry-Picking with Nick Maggiulli

FEATURING RITHOLTZ WEALTH MANAGEMENT’S, CHIEF OPERATING OFFICER, NICK MAGGIULLI @DOLLARSANDDATA One of the biggest questions on investors’ minds today is whether the stock market is overvalued. After all, if you look at the data, it seems abundantly clear that prices have outpaced fundamentals (i.e. earnings) over the past couple of years. For example, from January 2020 … Continued

Why $PINS Plummets & $SNAP Summits with Nikki Dunn

FEATURING SHE TALK FINANCE’S, FOUNDER, NIKKI DUNN @shetalksfinance Pinterest (PINS) and Snapchat (SNAP) shares have been pretty great performers over the past few years in the social media space. A recent earnings season however, is starting to show a clear divergence in how the market is perceiving these two companies. While Snapchat has enjoyed modest gains … Continued

Not all that Glitters is Gold with Tadas Viskanta

FEATURING RITHOLTZ WEALTH MANAGEMENT’S, DIRECTOR OF EDUCATION, TADAS VISKANTA @abnormalreturns The pitch for gold is simple: It is a hedge against inflation and societal uncertainty, which sums up the past year or more. The issue, however, is that gold has not cooperated.   Download Visual l Modify in YCharts l Click to view Tweet In the past year, … Continued