Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
NED Index - Stock #6
May 30, 2025, 3:52 p.m.
Life Cycles are Life
May 25, 2025, 9:17 p.m.
NED Index Updates
May 21, 2025, 1:10 p.m.
Back from the brink / May 2025
May 16, 2025, 9:33 a.m.
Investing like a Greek God
May 4, 2025, 12:03 p.m.
Schrodinger's USD // When Gold & Bonds Collide
April 27, 2025, 9:30 p.m.
What the hell is happening? April 2025
April 23, 2025, 12:59 p.m.
The Confidence Differential
April 11, 2025, 1:31 p.m.
How to Survive
April 10, 2025, 10:03 p.m.
MAGA AS RELIGION
April 6, 2025, 6:38 p.m.
POLICY ERROR?
April 4, 2025, 11:06 p.m.
OPEC Infighting
April 4, 2025, 6:39 p.m.
Bessent's Detox
April 3, 2025, 12:38 a.m.
Downside at AI. Part #2
March 20, 2025, 12:51 a.m.
Greggs
March 13, 2025, 7:56 a.m.
Nasdaq breaking down. Saylor breaking down too.
March 1, 2025, 3:18 p.m.
European Energy Or European Defence? Part #2
Feb. 24, 2025, 10:26 p.m.
European Energy Or European Defence?
Feb. 21, 2025, 12:55 p.m.
Paradigm Shift in the Transatlantic Partnership
Feb. 16, 2025, 8:55 p.m.
Hesai & the LiDAR Opportunity
Feb. 10, 2025, 2:41 p.m.
DeepSeek and Tariffs.
Feb. 3, 2025, 11:31 a.m.
Is DeepSeek the needle that pins the bubble? 📌
Jan. 27, 2025, 2:10 p.m.
Musings on Crazy Markets
Jan. 26, 2025, 7:26 p.m.
Jumbo
Jan. 24, 2025, 11:12 a.m.
THE MENTOR
Jan. 17, 2025, 7:18 a.m.