LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan. 11, 2025, 2:08 a.m.
ASML's Strategy to Extend Moore's Law
Jan. 7, 2025, 9:50 a.m.
OpenAI says it knows how to make superintelligence now
Jan. 7, 2025, 1:32 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
January 2025 Market Strategy
Jan. 22, 2025, 7:05 p.m.
Is it time to short natural gas?
Jan. 17, 2025, 1:01 p.m.
We need to talk more about the US Dollar.
Jan. 14, 2025, 9:27 p.m.
When will FOMO hit the housing market?
Jan. 10, 2025, 5:33 p.m.
What's going on with bond yields lately?
Jan. 8, 2025, 2:56 a.m.
Rocket Companies Update (incl. Excel workbook)
Jan. 2, 2025, 2:17 a.m.
December 2024 Market Strategy
Dec. 19, 2024, 9:28 p.m.
The German Energy Fiasco
Dec. 16, 2024, 5:46 p.m.
Fed Put? No, Treasury Call.
Dec. 12, 2024, 6:03 p.m.
Is Mr. Market's rocket fuel running out?
Dec. 9, 2024, 6:21 p.m.
Strategic Bitcoin reserve?
Dec. 6, 2024, 5:22 p.m.
The most important question in any bull case
Dec. 3, 2024, 7:33 p.m.
How narratives rise and fall: A case study of Gold
Dec. 1, 2024, 7:44 p.m.
Telematics is not the insurance industry's savior.
Nov. 29, 2024, 1:12 p.m.
Back to 5,000?
Nov. 27, 2024, 7:12 p.m.
Volatility: A story of stairs and elevators
Nov. 26, 2024, 6:59 p.m.
How might US stocks fail in 2025?
Nov. 22, 2024, 2:31 p.m.
Contextualizing the Root Carvana Partnership
Nov. 20, 2024, 7:47 p.m.
November 2024 Market Strategy
Nov. 15, 2024, 9:22 p.m.
Here's a parallel between 2008 and today.
Nov. 12, 2024, 6:30 p.m.
What is Root's value? (incl. Excel workbook)
Nov. 9, 2024, 2:01 p.m.
Trump, Musk and Bitcoin.
Nov. 7, 2024, 9:55 p.m.
Insurance Update: ROOT & LMND 3Q24 earnings
Nov. 4, 2024, 5:42 p.m.
Is Donald Trump a boon or a burden for the Republicans?
Oct. 27, 2024, 11:04 p.m.
The most surprising thing about Tesla's 3Q24
Oct. 24, 2024, 6:03 p.m.