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.
MT Capital Research Update
April 20, 2023, 12:40 p.m.
The Turkey Fallacy
March 22, 2023, 2:36 p.m.
Franco Nevada
March 11, 2023, 6:01 p.m.
Why Gold?
March 4, 2023, 7:18 p.m.
The Importance of Asymmetry
Feb. 25, 2023, 5:15 p.m.
$ATD.TO
Feb. 18, 2023, 4:29 p.m.
Why Don't We Ever Learn?
Feb. 4, 2023, 4:40 p.m.
Hermès
Jan. 28, 2023, 4:43 p.m.
Copart
Jan. 14, 2023, 4:09 p.m.
MT Capital Research 2022 Year in Review
Jan. 1, 2023, 3:28 p.m.
Costco
Dec. 28, 2022, 4:02 p.m.
Aritzia
Dec. 10, 2022, 2:48 p.m.
$ASML
Nov. 29, 2022, 3:07 p.m.
$DOLE
Nov. 5, 2022, 2:26 p.m.
$META
Oct. 29, 2022, 3:20 p.m.
$LVMH
Oct. 22, 2022, 2:27 p.m.
Adyen ($ADYEY, $ADYYF, $ADYEN)
Oct. 11, 2022, 11:56 a.m.
Meta Platforms ($META)
Sept. 24, 2022, 2:40 p.m.
Cloudflare ($NET)
Sept. 3, 2022, 4:09 p.m.
Advanced Micro Devices ($AMD)
Aug. 13, 2022, 2:30 p.m.
Nvidia ($NVDA)
July 16, 2022, 2:30 p.m.
The Trade Desk ($TTD)
June 21, 2022, 12:47 p.m.
Opendoor ($OPEN)
May 31, 2022, 12:57 p.m.
MT Capital Research 1 Year Anniversary
May 12, 2022, 1:11 p.m.
Constellation Software ($CSU.TO, $CNSWF).
May 10, 2022, 2:47 p.m.