Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Weekly Update May 26-30
May 30, 2025, 11:39 a.m.
Carvana
May 27, 2025, 11:22 a.m.
Weekly Update May 19-23
May 23, 2025, 11:44 a.m.
Weekly Update May 12-16 + Trade Alert
May 16, 2025, 11:06 a.m.
Weekly Update May 5-9
May 9, 2025, 10:14 a.m.
Weekly Update April 28-May 1
May 1, 2025, 11:49 a.m.
FICO
April 30, 2025, 9:27 p.m.
Weekly Update April 21-25 + Trade Alert
April 25, 2025, 1:35 p.m.
Weekly Update April 14-18
April 18, 2025, 11:08 a.m.
Weekly Update April 7-11
April 11, 2025, 11:24 a.m.
Weekly Update March 31-April 4
April 4, 2025, 11:11 a.m.
Weekly Update March 24-28
March 28, 2025, 11:03 a.m.
Oil and Gas Industry Notes
March 25, 2025, 1:03 p.m.
Weekly Update March 17-21
March 21, 2025, 11:04 a.m.
Weekly Update March 10-14
March 14, 2025, 10:03 a.m.
Weekly Update March 3-7
March 7, 2025, 12:12 p.m.
Weekly Update February 24-28
Feb. 28, 2025, 12:04 p.m.
Weekly Update February 17-21
Feb. 21, 2025, 12:26 p.m.
Weekly Update February 10-14
Feb. 14, 2025, 12:57 p.m.
Weekly Update February 3-7
Feb. 7, 2025, 12:09 p.m.
Weekly Update January 27-31
Jan. 31, 2025, 11:36 a.m.
Weekly Update January 20-24
Jan. 24, 2025, 12:26 p.m.
Weekly Update January 13-17
Jan. 17, 2025, 12:08 p.m.
Ep. 119 - Sustainable Growth
Jan. 14, 2025, 10:44 a.m.
Weekly Update January 6-10
Jan. 10, 2025, 12:30 p.m.