I was so pleased to be a part of this  discussion with The Manual of Ideas, and they've just released the MP3. Have a listen as we review recent market developments, observations, and opportunities. I discuss the dislocations and opportunities in the energy sector as a result of the coronavirus, and the sharp drop in oil prices. I also review my investment theses on Exxon Mobil (NYSE: XOM) and Schlumberger (NYSE: SLB), among o...

When you think of Panera Bread, you probably have images of fresh coffee, great baked goods, really tasty salads... and you probably have the assumption that they’re made on premises.

Well, somewhat.  

Recently there was a viral story from a disgruntled Panera employee who photographed a package of frozen Panera mac and cheese, just prior to an artisanal defrosting in the microwave.

There was much consternation, the employee was...

We can’t change the past, but we can look to the future. 

How’s yours? 

Are you satisfied with your life—your family, your friends, your work, your home, your health? What are the things you can (and want) to change, and what things can’t you affect, in the coming year? 

I don’t mean anything as silly as New Year’s Resolutions, which are usually in the wastebasket within a month (amazing how many great buys on exercise equipment...

In this episode of The Intelligent Investing Podcast, Eric Schleien and Glenn Surowiec discuss the Index Investing Bubble as well as discuss General Electric (GE) which has been going through a massive restructuring.

 To learn more about this podcast, visit https://ericschleien.com/podcast/glenn-surowiec-index-investing-bubble-general-electric/.