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.
The Same Story Every Quarter
April 17, 2025, 9:54 a.m.
🎙️ Nintendo: The Switch 2 Edition w/Ryan O'Connor
April 15, 2025, 1:57 p.m.
How the market can play with you (NOTW#39)
April 12, 2025, 10:38 a.m.
Why I am (still) adding to Nintendo
April 10, 2025, 1:15 p.m.
Bluff, Break, or Burn: Trump’s Market Gamble (NOTW#38)
April 5, 2025, 10:23 a.m.
A New Nintendo Era Begins
April 2, 2025, 4:17 p.m.
Vials, Tubes, & Billion-Dollar Niches w/ Jon aka. Borlaug
April 1, 2025, 3:35 p.m.
Certainty might also be bad for the market (NOTW#37)
March 29, 2025, 2:02 p.m.
A Recessionary and Tariff-driven World
March 28, 2025, 5:08 p.m.
A significantly better 2025?
March 24, 2025, 2:04 p.m.
The market is a huge rotation machine (NOTW#36)
March 22, 2025, 1:31 p.m.
🎙️Understanding Shorting w/ Paul Cerro
March 20, 2025, 7:32 p.m.
Are We Witnessing Adobe’s Funeral?
March 14, 2025, 11:44 a.m.
"A transition year."
March 12, 2025, 12:14 p.m.
Unpacking the drivers of value creation
March 10, 2025, 12:20 p.m.
The Market Hates Uncertainty (NOTW#35)
March 8, 2025, 6:42 p.m.
More Information for a lower price
March 7, 2025, 7:10 p.m.
Judges Scientific (JDG.L)
March 3, 2025, 5:57 p.m.
Why you should be careful with forecasters (NOTW #34)
March 1, 2025, 12:13 p.m.
🎙️Quality Where You Least Expect it To w/ Jeremy Kokemor
Feb. 28, 2025, 4:18 p.m.
Keysight, Much Better than the Drop Would Suggest
Feb. 27, 2025, 3:07 p.m.
Is Copart's Valuation Justified?
Feb. 25, 2025, 5:08 p.m.
Indices dropping and signs of a bull market (NOTW#33)
Feb. 22, 2025, 10:06 p.m.
What's going on at Zoetis?
Feb. 20, 2025, 2:38 p.m.
Deere: Still cheap after the run?
Feb. 17, 2025, 2:02 p.m.