Fast Five Special Edition: Brazil Election Results & A Primer on Petrobras.
Fast Five is normally a weekly snapshot during earnings season. We pick five of the week's most important earnings releases, pull out the numbers...
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LIT Update: Liberté, Égalité, Crappy Lycées. A quick primer on France's student protests.
The French did not invent the protest, indeed the Romans had their plebeian walkouts, the English had the Peasants’ Revolt, and the Americans...
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Episode 57: One Decision a Year To Outperform The S&P
Sometime in the early 2000s I was sitting in a ballroom at the CLSA conference in Hong Kong and Marc Faber, the author of the famed Gloom, Boom &...
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Oura IPO Alert: The Market Repriced It Early
Oura pulled the deal the day before it was due to list. This is not uncommon and happens all the time, but not in the midst of the calmest tape...
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Episode 56: Oura Is a Genuinely Great Business. Its IPO Is a Genuinely Strange Deal.
We have spent the last decade+ turning our lives into a scoreboard. We score our nights, our recovery, our readiness, our steps, our stress (not to...
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