The Thinking Machine

The Thinking Machine

Goldman Sachs has called Nvidia “the most important stock on earth” and employee reviews on the website Glassdoor have ranked Nvidia the best place to work in the United States. From the IPO date of January 22, 1999 through mid-2024, Nvidia’s stock appreciated by more...
How to Excel During Q&A

How to Excel During Q&A

In This Issue: The Power of the Pause | Tough Questions | Q&A Prep Even the most skilled presenters can lose the plot during Q&A. By rambling without answering the question. By erupting into a sudden blizzard of “ums” and “uhs” that betray lack of conviction....
Presentation Lessons from the Fed

Presentation Lessons from the Fed

In This Issue: FOMC Lessons | “I Don’t Know” | America’s Bank The stakes are very high whenever U.S. Federal Reserve Chairman Jerome Powell speaks about the state of the economy and related Fed decisions. Because Mr. Powell’s words can move markets, every nuance is...
The Art of Uncertainty

The Art of Uncertainty

On Tuesday, April 8, after watching my personal investment portfolio plummet for four days straight, I sought solace in the Wall Street Journal and found an article entitled “Here’s Why You Shouldn’t Check Your Portfolio Right Now.” The article concludes by...
How to Be More Active

How to Be More Active

In This Issue: The Fullness of Time | Vintage Analysis | When A long-term view. Buy and hold. Forever stocks … Almost all active asset managers, when asked about their competitive advantage, will use passive-sounding, undifferentiated language like this. This issue of...