2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Small Modular Reactor stocks are a SCAM.
July 22, 2025, 8:22 p.m.
July 2025 Market Strategy
July 17, 2025, 3:22 a.m.
What is cash on the sidelines?
July 15, 2025, 5:15 p.m.
What are the economics of the AI industry?
July 11, 2025, 1:05 p.m.
Meta just bought into EssilorLuxottica.
July 8, 2025, 8:36 p.m.
Is the Buffett Indicator any good?
July 7, 2025, 1:44 p.m.
Are Republicans overplaying their hand?
July 4, 2025, 4:38 a.m.
Anthropic's 🖕to every one of us
June 25, 2025, 8:25 p.m.
I'd stay far away from UnitedHealth.
June 24, 2025, 9:18 p.m.
🤖The Anti-Nvidia Chip Has Arrived
June 24, 2025, 1:04 p.m.
Rent vs. buy: Housing's most misunderstood aspect
June 23, 2025, 2:07 a.m.
June 2025 Market Strategy
June 18, 2025, 1:22 a.m.
Artificial Intelligence vs. Intellectual Property
June 14, 2025, 12:38 a.m.
Energy: When will it finally get some investor love?
June 10, 2025, 8:35 p.m.
Trump vs. Musk
June 6, 2025, 5:54 p.m.
What's the signal in the weakness of the US Dollar?
June 5, 2025, 6:01 p.m.
NVDA 1Q26: Still accelerating, but for how much longer?
May 29, 2025, 5:10 p.m.
Is Canada's pension system contributing to its misery?
May 28, 2025, 8:26 p.m.
Stupid German Money
May 27, 2025, 6:13 p.m.
Is BYD what Tesla wants to be?
May 22, 2025, 2:34 a.m.
How much I is in AI?
May 19, 2025, 2:16 p.m.
May 2025 Market Strategy
May 13, 2025, 9:18 p.m.
Should we be concerned about a potential crash of the Treasury Market?
May 12, 2025, 5:28 p.m.
Root 1Q25: Reigniting the growth engine (incl. Excel Workbook)
May 8, 2025, 9:28 p.m.
Airbnb Update: The longer the base...
May 7, 2025, 4:25 p.m.