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April 12, 2026 - The Iran conflict and the resulting disruptions around shipping through the Strait of Hormuz have had wide-ranging economic implications, with the most immediate and significant impact being the surge in commodity prices. The chokehold on oil supply from the Strait blockade has caused energy…

March 15, 2026 - The world economy is experiencing a global oil supply shock that has a myriad of potential market implications. This shock is due to the recent closure of the Strait of Hormuz, the narrow maritime passage connecting the Persian Gulf to the Arabian Sea. The strait,…

February 15, 2026 - “Software is eating the world” is a phrase coined by Marc Andreessen in a 2011 essay in The Wall Street Journal. In the article, Andreessen argued that software companies are taking over industries that were once dominated by traditional, asset-heavy physical businesses. In…

January 11, 2026 - The Panic of 1907 was a severe financial crisis in the United States that unfolded over three weeks in October of 1907 (what is it with October and market crashes?). At the time, the financial system nearly collapsed and had to be…

December 14, 2025 - Time Magazine's Person of the Year is an annual designation that recognizes the person, group or idea that most influenced the world over the past year. In 2025, AI emerged from its formative stages to become a truly life-changing technology deeply ingrained in our…

November 16, 2025 - With era-defining technological advancements come investment booms. One of the first technology-driven investment booms in America was the railroad boom of the 1880s. At the time, the U.S. economy was undergoing rapid industrialization, with westward expansion creating demand for transportation. Investors believed railroads would…

  October 13, 2025 - Benjamin Graham’s 1949 book, The Intelligent Investor, is widely regarded as the foundational text of value investing and is one of the most influential books ever written on investing philosophy. In the book, Graham guides investors to view securities as fractional ownership…

  September 14, 2025 - The "Roaring Twenties" represented a period of rapid industrial growth around one hundred years ago, underpinned by the development and adoption of life-changing technological innovations including automobiles, radios, and electricity. Between 1921 and 1929, the U.S. stock market, as measured by the Dow…

August 16, 2025 - "I like the stock," Keith Gill proclaimed, as he defended himself in a virtual hearing in front of the House Committee on Financial Services. The time was February 2021, the peak of the meme stock craze, and Gill, aka Roaring Kitty, was in the limelight as…

July 12, 2025 - Since the onset of the COVID-19 pandemic, retail investors have become a significant presence in the stock market. Over the past five years, trading flows have increased 400% among 18-25 year-olds, while flows from lower-income households (below $35,000) rose nearly 450%. In the…