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.
Surviving the Tariff Wars
April 12, 2025, 1:58 p.m.
HelloFresh: The Turnaround Continues.
April 9, 2025, 4 p.m.
RocketLab's Latest Move.
April 3, 2025, 2:21 p.m.
My Two New Big Bets: Hims and Duolingo.
April 1, 2025, 2:49 p.m.
Answering ALL Your Questions About Hims.
March 27, 2025, 3:26 p.m.
AST Spacemobile Has No Competition.
March 25, 2025, 2:30 p.m.
Singularity Scalers: Creating Generational Wealth in the Age of AI.
March 20, 2025, 3:40 p.m.
Duolingo: Netflix/Spotify 10 Years Ago.
March 18, 2025, 6:24 p.m.
Compounding Thousands Into Millions: The Art of Identifying Winners Early.
March 12, 2025, 2:10 p.m.
Meta is Leading the AI Revolution.
March 10, 2025, 5:13 p.m.
How I Predicted Spotify's "Turnaround."
March 7, 2025, 5:29 p.m.
Amazon's Record Cash Flow and What's Next.
March 5, 2025, 2:21 p.m.
The AI Bull Market Continues
March 4, 2025, 4:20 p.m.
Chegg: Retention Rate Going Up.
Feb. 28, 2025, 11:34 a.m.
Hims: Extraordinary Fundamentals in Q4.
Feb. 26, 2025, 4:25 p.m.
What Happened to Nike?
Feb. 25, 2025, 10:34 a.m.
Tesla and Palantir Will Become Competitors.
Feb. 20, 2025, 11:56 a.m.
AMD’s Stealth $200B AI Business.
Feb. 19, 2025, 1:01 p.m.
Hims and Palantir Are Still Cheap.
Feb. 18, 2025, 11:31 a.m.
Spotify: A 100-Bagger in the Making.
Feb. 14, 2025, 3:02 p.m.
Palantir: The Western Operating System.
Feb. 13, 2025, 4:13 p.m.
AMD is the Next Multi-Trillion $ AI Giant.
Feb. 12, 2025, 12:52 p.m.
How Spotify Has Become a $100B+ Business (And What's Next).
Jan. 31, 2025, 12:59 p.m.
Wise: Taking the Entire $190T International Payments Market.
Jan. 30, 2025, 3:02 p.m.
DeepSeek is Bullish for Palantir, AMD and Nvidia.
Jan. 28, 2025, 12:32 p.m.