Jan 23, 2026 Subject: Insights on Executive Pay and Moonshot Incentives Content Summary: This detailed analysis emphasizes how executive compensation structures aim to incentivize CEOs to align with shareholder goals, particularly encouraging risk-taking for potential high rewards. It highlights that moonshot pay packages, widely popularized by Elon Musk, are designed
Jan 22, 2026 Summary of 5 Emails: Email 1: Subject: The 25 Fastest-Growing Jobs, AI’s Next Phase, and Small Caps Crushing Large Caps Sender: fluentinfinance+finance@substack.com Contents: – Small-cap stocks have outperformed large caps for 11 consecutive days, the longest streak in 36 years, trading at a 20% discount to large
Jan 21, 2026 Email 1: Subject: Are you really disclosing the correct ARR number? Summary: Ben from The SaaS CFO newsletter discusses the ongoing importance of Annual Recurring Revenue (ARR) in tech companies. ARR disclosures are becoming more common among public tech firms, but definitions vary widely due to hybrid
Jan 19, 2026 I recently heard that silver has experienced an extraordinary price rally over the past year. The price of silver surged from around $30 per ounce early last year to nearly $90 per ounce recently, effectively tripling in value. This represents roughly a 200% return within just twelve
Jan 18, 2026 I recently heard some practical advice about buying a new TV, especially with major football events like the national college championship and the Super Bowl coming up. Many people consider upgrading their sets for a better viewing experience, but the key tip is to look at last
Jan 17, 2026 Email 1 Summary: Subject: Review: Will New Military Strategy Defend Taiwan from China? – An ex-military chief’s new book, “Defending Our Island Home,” presents an updated defense strategy for Taiwan against China. – The book calls for a paradigm shift in Taiwan’s national defense approach, moving beyond
Jan 16, 2026 Email1 Summary: David Gross has become sole managing partner of Bain Capital, overseeing $215B in assets. Bain is developing AI tools to guide investment decisions, aiming for a working model by mid-2026. Deal activity improved in late 2025, with expectations for continued growth but concerns about economic
Jan 15, 2026 Subject: Joseph Politano and Andrew Lokenauth posted new notes Content Summary: Joseph Politano highlights sluggish US labor market flows in November 2025, including data showing 9 states plus DC lost jobs since 2024, with Missouri showing the fastest growth. Andrew Lokenauth discusses inflation by example, noting a
Dec 29, 2025 I recently heard some insights about investment strategies as we approach 2026, emphasizing the importance of asking yourself three critical questions before deciding how to allocate your portfolio. Many market outlooks tend to be influenced by firms promoting their own views or making predictions that don’t always
Dec 27, 2025 I recently heard that silver is rapidly gaining momentum and may soon enter what some experts are calling a “mania phase.” A veteran investor named Peter Krauth, who has tracked the silver market for over two decades, believes silver could eventually hit $300 an ounce. His outlook