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July 2024

Read. Reflect. Re-energize.

WordPress | WTF Happened In 1971?

The entire main page is filled with charts and graphs. All of them show some kind of significant shift beginning in 1971. There are over 75 of them!


Oaktree | Memos from Howard Marks: The Folly of Certainty

“…I had the subject of this memo: not whether Biden will continue campaigning or drop out – or whether he’ll win if he continues – but rather how anyone can be without doubt. It’ll be another of my “shortie” memos given the uncertain shelf life of the Biden candidacy.”


TikTok | Artist amasses over 100M views of characters ‘breaking the fourth wall’ on TikTok

“Just a few of my frame experiments from the past year. I had way too much fun editing this. These used to just be a small part of my focus as an artist but because of their popularity I’ve been focusing all my creative attention on exploring this area of art. At first I didn’t like the idea of just being known as the frame artist but I’ve grown to love these and their simple metaphors for life. I’m sure I’ll return to my other conceptual illustration work again. But for now I’m excited to keep seeing where this takes me.”


The Meb Faber Show | Ian Cassel on The Art of Microcap Investing: Identifying Hidden Gems | #542

“Today’s guest is Ian Cassel. Ian is the founder of MicroCap Club, which is a best idea generator and networking resource for the microcap space. Ian is also the CIO of Intelligent Fanatics Capital Management, which invests in small, illiquid microcaps. In today’s episode, Ian gives an overview of the microcap space. He shares common mistakes people make when investing in microcap stocks, what he looks for when analyzing companies, and common characteristics he’s found in multi-bagger stocks.”


Visual Capitalist | Visualizing the Top 10 Emerging Technologies in 2024

“Emerging technologies of today have the power to reshape industries, achieve significant scale, and shift the economic landscape. From AI-driven advancements in disease detection to carbon-capturing microbes, these technologies stand to improve future society. Meanwhile, greater efficiencies in wireless connectivity allow networks to drive higher data rates and enhance robust communications across 6G networks and the industrial internet-of-things. The graphic shows the top 10 emerging technologies for 2024, based on data from the World Economic Forum.”


YouTube | Solange Kardinaly SHOCKS The Judges With Magical Quick Change!

“Magician Solange Kardinaly delivers a never-seen-before quick change act that STUNNED the judges.”


Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.

The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.

The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.

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