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.
Market Thoughts: April 23
April 23, 2025, 12:36 p.m.
Weekend Digest #306: Tariff Impacts, Powell To Be Fired?, Why I Shorted Swiss Francs
April 22, 2025, 2:25 p.m.
Weekend Digest #305 (Tariffs, U.S. And Mexican Air Traffic, Sell CRL Buy BRKR)
April 14, 2025, 1:44 a.m.
Market Thoughts: April 10th
April 10, 2025, 1:10 p.m.
Market Thoughts: April 8th
April 8, 2025, 1:12 p.m.
Weekend Digest #304: 11 Questions About Tariffs & The Market's Response
April 7, 2025, 12:41 p.m.
Weekend Digest #303: Tariffs & Mexico Outlook, CoreWeave IPO Analysis, CAAP Earnings
March 31, 2025, 2:54 a.m.
Midweek Digest #302 (ASR, MicroStrategy, End Of GLP-1 Boom, Buy & Hold March Purchases)
March 20, 2025, 1:10 a.m.
Weekend Digest 301: The Case For CACI, PAC Earnings, Recession In 2025?, BF Earnings Reaction
March 10, 2025, 4:32 a.m.
Weekend Digest #300 (IT Outsourcers, Unity/APP, Aggressive Portfolio & Buy-And-Hold Purchases)
Feb. 24, 2025, 5:10 p.m.
Weekend Digest #299 (Argentina, STZ/Alcohol Stocks, Hormel/Seaboard, PAC, BOLSAA, AGUA)
Feb. 17, 2025, 10:33 p.m.
Weekend Digest #298 (DAVA, Mexico, Airports, Tariffs, Colombia, TFSL, BRKR, DHR, Buy & Hold)
Feb. 11, 2025, 3:28 a.m.
Weekend Digest #297 (Colombia, Mexico, CAAP, Diageo, Unity, Deepseek)
Jan. 27, 2025, 3:53 a.m.
Weekend Digest #296: (Canada, Mexico, Ecopetrol, CRL, Self-Storage)
Jan. 20, 2025, 6:15 p.m.
Weekend Digest #295 (Quantum, Unity/Applovin, 52-Week Low Watch)
Jan. 14, 2025, 2:27 a.m.
LatAm 2025 Investment Outlook: My Predictions For The Region's Six Big Countries
Jan. 7, 2025, 2:50 a.m.
Weekend Digest #294: Mexican Tariffs, Bank Stocks, Sell DESP/EXTO, H-1B Debate: Bad For DOGE, Good For Endava
Dec. 30, 2024, 1:23 a.m.
Weekend Digest #292 (Brazil, Profit-Taking Time On Banks, Buy & Hold Moves)
Dec. 23, 2024, 1:33 a.m.
Unity Software: The Worst Is (Finally) Over, Multibagger Upside From Here
Dec. 21, 2024, 10:24 p.m.
Weekend Digest #291 (Walmex/Mexican Antitrust, Tariffs, Hershey M&A - Hormel, Brown-Forman)
Dec. 16, 2024, 4:40 a.m.
11 Things To Know About Trump's Mexican Tariff Threats
Dec. 2, 2024, 2:40 a.m.
Election Takeaways: Mexico, Tariffs, Overall Market Outlook & More
Nov. 13, 2024, 2:44 a.m.
U.S. Presidential Election Preview/Prediction & Initial Investment Implications
Nov. 5, 2024, 6:52 p.m.
Weekend Digest #290: (Oil, TRP/SOBO & Selling Franco-Nevada)
Nov. 4, 2024, 1:16 p.m.
Weekend Digest #289: CAAP, Mexico's Foxconn Plant, Femsa
Oct. 15, 2024, 3:01 a.m.