Latest Insights on HERO
Simmer-Down Sunday: On Labor Debaters & Earnings Capers
January 23, 2022 Great Stuff
The Earnings Strike Back Well, well, look what the banking cats dragged in this week… Earnings season’s back, and it’s, well, just the same as it ever was. All your favorite excuses for corporate shortcomings were on show this week. The chip shortage, COVID costs, supply chain kerfuffles — all of the greatest hits to […] The Fed’s Great Switcheroo
January 7, 2022 Big Picture. Big Profits., Education, U.S. Economy
The narrative around the Fed’s increasingly hawkish stance is that it’s reacting to consumer price inflation. That’s part of it, but I’m convinced Powell & Co. are playing at a much bigger game. Ever since the great financial crisis, asset markets have become unhealthily dependent on easy money. Besides exacerbating inequality, artificially inflated asset markets are prone to bubbles and bust. That’s why the most incisive market watchers have been saying for a long time that the Fed’s biggest challenge is to end this dependency once and for all. If that’s what the Fed is doing, how’s it going to affect markets? More importantly, which assets will suffer, and which will prosper? How We Avoided the $800,000 Robinhood Mistake (3-minute read) Investing is a lot of things, but one thing it is not is fun and games…
Innovation Will Outlast Inflation
December 7, 2021 News, Real Talk, U.S. Economy
(4-minute read) As we head into the rest of the holidays, many people are worried about inflation and empty shelves for good reason. But here’s why we’re still optimistic for what’s ahead… 4 Reasons We’ll Finally Legalize Cannabis in 2022
December 2, 2021 U.S. Economy, Winning Investor Daily
Here are four key reasons why the U.S. will finally legalize cannabis in 2022…