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.
ILMN: Activism! Part Deux
April 2, 2025, 11:30 a.m.
[P] ILMN: Activist In, Chairman Out
March 26, 2025, 1:12 p.m.
[P] HSY: Re-Molding Hershey
March 13, 2025, 11:43 a.m.
[P] TENB: Tenable Governance
Feb. 24, 2025, 2:13 p.m.
[P] SPHR: Sphere-Priced Incentives
Feb. 23, 2025, 1 p.m.
[P] VYX: Checking Out in 2025? (Part 4)
Feb. 20, 2025, 3:46 p.m.
[P] VYX: Checking Out in 2025? (Part 3)
Feb. 11, 2025, 2:37 p.m.
[PQ] PLTK: Playing Bad (Governance) Odds
Jan. 21, 2025, 11:55 a.m.
[P] VYX: Checking Out in 2025? (Part 2)
Jan. 20, 2025, 12:24 p.m.
[P] HSY: Applying Governance Molds
Jan. 19, 2025, noon
[P] HSY: Succession Alternatives
Jan. 18, 2025, 12:19 p.m.
[P] LW: Seeing Possibilities in Activism
Jan. 11, 2025, 4:48 p.m.
[P] FNMA/FMCC: Charitable Stock Tip
Dec. 31, 2024, 2:46 p.m.
[VYX] Checking Out in 2025? (Part 1)
Dec. 23, 2024, 4:13 p.m.
MAPS: Half-Baked Governance
Dec. 19, 2024, 2:10 p.m.
[PQ] GDRX: Prescribing a New CEO
Dec. 18, 2024, 2:06 p.m.
[PQ] TWLO: Chief Legal Officer Resigns
Dec. 17, 2024, 1:47 a.m.
[P] BL: Accounting for Henshall
Dec. 14, 2024, 3:47 p.m.
[P] HSY: Kiss-and-Tell Governance
Dec. 12, 2024, 1:24 p.m.
[P] EVLV: Scanning for Upside
Dec. 10, 2024, 1:08 p.m.
[P] PLTR: Lord of the Memes
Dec. 6, 2024, 1:26 p.m.
[PQ] RBRK: Rubrik's Cube
Oct. 1, 2024, 6:03 a.m.
[P] ISRG: Intuitive CEO Succession?: Succession should be straightforward, but major complications could arise
Aug. 30, 2024, 1:07 p.m.
[P] SBUX: New CEO "Sugar High": Investors are pumped, but be weary of the "sugar crash"
Aug. 22, 2024, 11:34 p.m.
[PQ] Spring-Load Watch: An interesting situation to monitor
Aug. 2, 2024, 12:59 p.m.