Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Tariffs, Dilution, And Decline: The Bear Case For PDD Holdings
April 4, 2025, 2:45 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.
🛍️ Klarna - What Does it Mean to be an “AI-Powered Company?”
April 1, 2025, 7:02 a.m.
W is for Wiz: Alphabet’s Audacious Acquisition
March 19, 2025, 4:22 p.m.
Neil Mehta - Finding Future S&P 500 Companies - [Invest Like the Best, EP.419]
April 15, 2025, 8:40 p.m.
David Zaslav and the Dying Era of Media Moguls
The Trump Tariff Pain Index: Who Suffers the Most in Hollywood?
Premium: Manufactured Crisis
April 15, 2025, 8:20 p.m.
David Sacks Explains Why the DC Globalist Consensus FAILED
April 15, 2025, 7:24 p.m.
Elon Musk: AI + Robotics = Unlimited Economy
April 15, 2025, 6:44 p.m.
Chamath and Larry Summers Debate the Market Reaction to Trump's Tariffs
April 15, 2025, 3:31 p.m.
Meta v. FTC, The Three Facebook Eras, Video Slop and Market Forces
April 15, 2025, 12:55 p.m.
Base Power Company: Chapter 2
April 15, 2025, 12:54 p.m.
Random Ramblings April 2025
April 15, 2025, 12:06 p.m.
Top Links 709 Where are tariffs going to hurt most? The quiet crisis in Korean-US relations & missiles on the Philippines.
April 15, 2025, 10:59 a.m.
🧠 Backing Delos
April 15, 2025, 8:15 a.m.
Meta’s antitrust trial begins
April 15, 2025, 12:08 a.m.
279. From Experiment to Essential: How UGC Gaming Became a Marketing Powerhouse
April 14, 2025, 8:41 p.m.
MRVL-IFX Deal and Intel Silver Lake Deal
April 14, 2025, 8:30 p.m.
Panic In the Car Market - Americans Rush to Beat Tariffs!
April 14, 2025, 5:30 p.m.
Weekly markets checklist. Week 185. 14th April 2025
April 14, 2025, 3:21 p.m.
Emerging Market Links + The Week Ahead (April 14, 2025)
April 14, 2025, 3:05 p.m.
ChatGPT Memory, Boundaries and AI Companions, Auren
April 14, 2025, 1:46 p.m.
EP104: Small Caps, Tariff Plays & Insider Buys Worth a Look
April 14, 2025, 12:32 p.m.
Top Link 708 How austerity drove inflation in Germany. Nuclear uncertainty. Making pistons in North America. Stuart Hall on Marx.
April 14, 2025, 11:03 a.m.
"An Egg Is An Egg"
April 14, 2025, 10:31 a.m.
The unstoppable tragedy of Mozambique LNG
April 14, 2025, 7:57 a.m.
Trump's tariffs shake up China’s tech sector, but an exemption is granted—for now.
April 14, 2025, 1:51 a.m.
How Mexico Made a Plutocrat
April 13, 2025, 11 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.
Uber Deep Dive 🤳🚕
April 4, 2025, 6:22 a.m.
Problems at KinderCare Learning Companies (KLC)
April 3, 2025, 2:31 p.m.
[PODCAST] Medpace Holdings: An Undiscovered High Quality Biotech Stock, With Luis Sanchez (Ticker: MEDP)
April 3, 2025, 12:03 a.m.