Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
TikTok’s fate could be decided by tariffs
April 4, 2025, 12:41 a.m.
A deep dive on Google
April 1, 2025, 11:37 a.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
288. Why Most Games Deserve to Die — And How Voodoo Finds the Ones That Don’t
The Real Winners of the Taylor Swift Masters Mega-Deal
A Moody's Ratings Downgrade for the US: What now?
June 2, 2025, 7:18 p.m.
David Sacks on what "winning" the AI race looks like for the US and China 🇺🇸🇨🇳
June 2, 2025, 5:11 p.m.
Emerging Market Links + The Week Ahead (June 2, 2025)
June 2, 2025, 4:21 p.m.
Nvidia Earnings, Nvidia’s China Argument, NVLink Fusion
June 2, 2025, 1:38 p.m.
Crossing the Cringe Minefield with Cate Hall
June 2, 2025, 12:33 p.m.
Top Links 757 Flipping correlations. Mapping credit scores. Saudi twitter & the secrets of the RG.
June 2, 2025, 10:59 a.m.
Peloton: "Growing Again"
June 2, 2025, 10:31 a.m.
Back to Baku
June 2, 2025, 7 a.m.
David Sacks Exposes the AI Doomer Industrial Complex: Global Control, Threat Inflation, Biden Links
June 2, 2025, 1 a.m.
Japan’s Recent Rice Price Crisis
June 1, 2025, 11 p.m.
Summer book edition, Part 1: Some books to read to open your mind
June 1, 2025, 6:17 p.m.
David Friedberg Explains AI's Abundant Future: More Time for Family, Friends, and Leisure
June 1, 2025, 4:57 p.m.
Monthly recap #9
June 1, 2025, 3:31 p.m.
EM Fund Stock Picks & Country Commentaries (June 1, 2025)
June 1, 2025, 2:42 p.m.
The Bear Cave #276
June 1, 2025, 2:30 p.m.
Top Links 756 Tariff-sensitive inflation is on its way. The crisis in the diamond business. The Sound of Music and Caught by the Tides.
June 1, 2025, 10:56 a.m.
Test Case
June 1, 2025, 9 a.m.
Massive Ethereum Key Leak Confirmed by Vitalik Buterin: All EVM Wallets at Risk
June 1, 2025, 7:04 a.m.
AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
May 31, 2025, 8:34 p.m.
Art Market Collapse?
May 31, 2025, 1:30 p.m.
Top Links 755 The non-drama of America's energy transition. Muscling Starlink into Gambia. The weirdness of Neom & 1930s aero.
May 31, 2025, 10:59 a.m.
Developments in AI Silicon & LLMs
May 31, 2025, 9:02 a.m.
Nintendo Stock: The Road To $30 (Ticker: NTDOY)
April 25, 2025, 9:39 p.m.
It's Time To Start Loving AppLovin Shares Again
April 23, 2025, 2:28 p.m.
EP104: Small Caps, Tariff Plays & Insider Buys Worth a Look
April 14, 2025, 12:32 p.m.
Alsea Group: Making the Plunge (Ticker: ALSEA)
April 11, 2025, 10:59 p.m.
Brookfield Corp. - Get a Buck for Fifty Cents
April 10, 2025, 6:07 p.m.
Revisiting Games Workshop
April 10, 2025, 7 a.m.
Avoiding the Zombie Biopharm trap at Keros $KROS
April 9, 2025, 3:55 p.m.
[CRL] Charles River
April 7, 2025, 12:15 p.m.
SentinelOne--The Most Misunderstood Investment In The Cyber Security Space!
April 5, 2025, 12:02 p.m.
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY
April 4, 2025, 8 p.m.