Do High Interest Rates Fix High Inflation?
Lyn Alden (Lyn Alden Investment Strategy) In prior articles and newsletters, I’ve explored the causes of consumer price inflation over time. In short, the rate of consumer price inflation in Read More
Master Series: David Rolfe
From Investment Master Class Warren Buffett has long likened compounding to a snowball of sticky snow, and the longer the runway the snowball has to gather that sticky snow, the Read More
Whiskey and Oranges (and Coinbase)
Marc Rubinstein (Net Interest) A few years ago, a group of friends persuaded me to join them in buying a cask of whisky. It was a fun day out. We Read More
The Importance of Working Capital
Dean Pernas (Pernas Research) Why does working capital matter? Aside from being a measure of a company’s liquidity and financial health, working capital is a window into the efficiency of Read More
Growth is not the same as “growth”
Joachim Klement (Klement on Investing) The time has come for me to address one of those ‘elephants in the room’ that lies beneath the many meanings of a single word. Read More
Learning from Dollar Tree’s Macon Brock
Investment Masters Class “Everybody loves a bargain.” These simple words encapsulate the essence of Dollar Tree, a retail empire that has thrived over more than three decades under the strict Read More