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.
Gold Goes West
Feb. 17, 2025, 6:36 a.m.
The Silver Squeeze
Feb. 11, 2025, 10:22 a.m.
Least Favored Nations
Feb. 2, 2025, 8:38 p.m.
Portfolio Update: January 2025
Jan. 31, 2025, 7:59 p.m.
The Compute Constraint
Jan. 30, 2025, 7:38 a.m.
The Race is On
Jan. 27, 2025, 10:29 a.m.
Can You Feel the Acceleration?
Jan. 22, 2025, 1:56 p.m.
Bonds vs Stocks
Jan. 15, 2025, 7:07 a.m.
25 Views for 2025
Jan. 9, 2025, 6:33 a.m.
The S Curve Strikes Back
Dec. 23, 2024, 2:55 a.m.
"Fill it up again!"
Dec. 17, 2024, 8:06 a.m.
Stocks vs Bonds
Dec. 16, 2024, 3:25 a.m.
The S Curve is Here
Dec. 13, 2024, 8:43 a.m.
Still Long Silver
Dec. 11, 2024, 1:08 p.m.
No Soup (aka Gallium) For You!
Dec. 6, 2024, 12:48 a.m.
Why We're Still Long Gold
Dec. 4, 2024, 3:20 a.m.
Convert of Doom
Dec. 3, 2024, 1:10 a.m.
24 Views for 2024: Year in Review
Nov. 30, 2024, 4:38 a.m.
Perfect Alignment is Perfectly Impossible
Nov. 23, 2024, 12:53 a.m.
The Death of Globalism
Nov. 19, 2024, 4:54 a.m.
Portfolio Moves
Nov. 12, 2024, 2:30 a.m.
The New New Deal: The Pu Pu Platter
Nov. 9, 2024, 11:05 p.m.
Tomorrow, We Vote
Nov. 5, 2024, 3:57 a.m.
The 100% Inheritance Tax
Oct. 31, 2024, 5:44 a.m.
Stop Trying to Kill Bloomberg
Oct. 29, 2024, 2:53 a.m.