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.
The Market Beatings Will Continue, Until Morale Improves
April 4, 2025, 8:43 p.m.
Can Trump and the Market Thread this Needle?
March 30, 2025, 5:04 p.m.
Quad City Here We Come: Stagflation & Oil
March 21, 2025, 4:58 p.m.
Just How Sturdy Are the Consumers' Boats?
March 14, 2025, 5:24 p.m.
Walking Through RH, Failing to See the Vision
March 1, 2025, 12:35 a.m.
OXY's Q4, CrownRock Starts to OXY Rock
Feb. 24, 2025, 9:26 p.m.
Put Pinterest on Your AI-dea Board
Feb. 15, 2025, 7:37 p.m.
Review of Peloton's Qtr Results: Another Beat and Raise
Feb. 10, 2025, 8:24 p.m.
Peloton's Q2 Call: It Didn't Come this Far to Only Get this Far
Jan. 31, 2025, 7:21 p.m.
Our Q4 2024 Letter & Look Ahead
Jan. 25, 2025, 7:17 p.m.
Happy New Year You Two Silverbacks (US & China)
Jan. 10, 2025, 7:21 p.m.
Counting Another Man's Money: PTON CEO
Dec. 18, 2024, 8:10 p.m.
Valaris . . . a Leap of Faith
Dec. 16, 2024, 7:59 p.m.
Time to Get Pinterested
Dec. 7, 2024, 7:49 p.m.
OXY's Q3, Sandbags of Cash Falling from the Sky
Nov. 18, 2024, 10:05 p.m.
Taking Stock Q3 Review: PTON, ETSY, & PRKS
Nov. 12, 2024, 7:41 p.m.
Peloton's Pop: Q1 Review, New CEO, Einhorn and Valuation
Nov. 3, 2024, 8:39 p.m.
Clipping into a New Position: Peloton
Oct. 22, 2024, 5:14 p.m.
Our Q3 2024 Letter & Look Ahead (Part II)
Oct. 22, 2024, 4:05 p.m.
Our Q3 2024 Letter & Look Ahead (Part I)
Oct. 22, 2024, 4:04 p.m.
The Wizard Behind the Curtain at SeaWorld
Sept. 30, 2024, 7:49 p.m.
Just Got Paid, Friday Night, Chairman Powell . . . Feelin' Right: September 20, 2024
Sept. 20, 2024, 6:03 p.m.
Slam Oil Long Enough, and It'll Hit Back: September 13, 2024
Sept. 13, 2024, 3:09 p.m.
E.T. . . . Elliott . . . Etsy: September 3, 2024
Sept. 3, 2024, 5:38 p.m.
Back on the Peloton: August 18, 2024
Aug. 19, 2024, 2:50 p.m.