July 21, 2024

RVW Quarterly Newsletter

A 2-Speed Economy For the past two years, we have had a bifurcated economy, with a strong service sector and a weak manufacturing sector. Bifurcation is also seen in the borrowing and loan space: While lower income and indebted individuals have been negatively impacted by rising interest rates, higher net worth […]


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June 14, 2024

Powerful Investing Lessons From Monopoly

Monopoly, the familiar game of boardwalk empires and bankruptcies, offers more than just a thrilling route to financial domination (or ruthless annihilation) of your fellow players. Beneath the veneer of dice rolls and dog-eared money lies a surprisingly apt allegory for navigating the complexities of the stock market. Here are three […]


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June 11, 2024

A Compendium of the Wit and Wisdom of Charlie Munger

Charlie Munger was one of the greatest investors of all time. Throughout the years he helped Berkshire Hathaway grow into one of the world’s largest conglomerates (as well as Daily Journal and Westco – amoung others). Munger helped Warren Buffett change his investment philosophy around finding amazing businesses at fair prices. […]


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April 17, 2024

RVW Quarterly Newsletter

    Stocks notched solid gains in the first quarter despite some recent setbacks, as enthusiasm about artificial intelligence, signs of a soft landing, the onshoring megatrend and dovish talk from the Fed buoyed investor confidence. The market rally has broadened over the past few months, moving from a story of […]


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