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.
Weekly summary 12/04
April 12, 2025, 8 a.m.
Weekly summary 05/04
April 5, 2025, 11:21 a.m.
International Petroleum Corp
April 4, 2025, 11:31 a.m.
Weekly summary 29/03
March 29, 2025, 9:02 a.m.
Weekly summary 22/03
March 22, 2025, 9:02 a.m.
Weekly summary 15/03
March 15, 2025, 8 a.m.
G&R Q424 analysis
March 14, 2025, 11:28 a.m.
Weekly summary 08/03
March 8, 2025, 9:01 a.m.
Q424 Earnings review, part III
March 7, 2025, 11:59 a.m.
Weekly summary 01/03
March 1, 2025, 9:01 a.m.
Q424 Earnings review, part II
Feb. 27, 2025, 11:01 a.m.
Weekly summary 22/02
Feb. 22, 2025, 7:47 a.m.
Q424 Earnings review, part I
Feb. 17, 2025, 11:19 a.m.
Weekly summary 15/02
Feb. 15, 2025, 8:01 a.m.
Weekly summary 08/02
Feb. 8, 2025, 9:02 a.m.
Weekly summary 01/02
Feb. 1, 2025, 9:02 a.m.
Weekly summary 25/01
Jan. 25, 2025, 8:55 a.m.
Weekly summary 18/01
Jan. 18, 2025, 8:30 a.m.
Weekly summary 11/01
Jan. 11, 2025, 8:01 a.m.
Weekly summary 04/01
Jan. 4, 2025, 8:01 a.m.
2025: new ideas and positioning
Dec. 29, 2024, 6:40 p.m.
A year of Javier Milei
Dec. 28, 2024, 4:30 p.m.
Weekly summary 28/12
Dec. 28, 2024, 8:01 a.m.
Weekly summary 21/12
Dec. 21, 2024, 8:01 a.m.
Weekly summary 14/12
Dec. 14, 2024, 9:01 a.m.