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David Sacks on how to trade the Trump Presidency: Buy when the media panics

Chartbook 395 Youth, the middle-class & the NYC mayoral race: an appeal for more analysis.

David Friedberg Reacts to Zorhan Mamdani’s NYC Mayoral Run

Top Links 783 Congressional Alpha, the Iberian power failure. Global land grabs and the history of bed bugs.

Summer Break: Week of June 30

Hong Kong sees IPO boom as tech listings stack up

What Are Virtual Cells?

EM Fund Stock Picks & Country Commentaries (June 29, 2025)

How Brazil Learned to Drill its Deepwater Oil

“This Was The Most Defining Political Period in Decades” All-In On Israel vs. Iran

The Bear Cave #280

Chamath: America is Back as THE Global Superpower

Chartbook 394 "A City we can afford": capitalism and democracy in New York

Top Links 782 America's largest firms employ fewer workers. Three housing crises not one. Less money for science and conscious walking.

Seeking clarity: Omnicom, BAC and FleetBoston, Alteryx, BRK, and Circle

David Friedberg on Zohran Mamdani's Win in NYC: The College Debt Crisis Has Led People to Socialism

The Besties All-In Tequila: Launch Party Recap

Top Links 781 Tesla's China slide. Part-time Germans. Soviet AI. A Symphony of Sighs.

A Niche Winner in the AI Data Center

Plenty to Spare

12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner

Oracle's Growth Inflection - How Much, How Long, And How Profitable?

Friday round-up: Up next in audit regulation, more cheating, Chinese frauds

Premium: Looking through an orange haze