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.
Q4 2023: Year End Portfolio Update
Dec. 31, 2023, 7:31 p.m.
Q1 2023: Portfolio Earnings Review
Feb. 26, 2023, 3:48 p.m.
Q3 2022: Portfolio Update
Oct. 9, 2022, 4:27 p.m.
Q3 2022: Earnings Review
Sept. 5, 2022, 2:45 p.m.
Q3 2022: Sector Analysis
Aug. 21, 2022, 3:07 p.m.
Q2 2022: Sector Analysis
May 15, 2022, 12:18 p.m.
Q1 2022: Earnings Review Part 2
April 3, 2022, 2:37 p.m.
Q1 2022: Operating Expense Analysis
March 27, 2022, 9:35 p.m.
Q1 2022: Earnings Review Part 1
Feb. 13, 2022, 3:47 p.m.
Q1 2022: My Attempted Model
Feb. 6, 2022, 4:23 p.m.
Q1 2022: LinkedIn Company Insights
Jan. 22, 2022, 7:10 p.m.
Q1 2022: Sector Analysis
Jan. 18, 2022, 8:46 p.m.
Q4 2021: Year In Review
Jan. 3, 2022, 2:18 p.m.
Q4 2021: LinkedIn Company Insights
Oct. 24, 2021, 2:31 p.m.
Q4 2021: Sector Analysis
Oct. 10, 2021, 2:38 p.m.
Q3 2021: My Portfolio and What I Learned
Sept. 19, 2021, 6:06 p.m.
Q3 2021: Lightspeed Commerce Deep Dive
Aug. 29, 2021, 3:27 p.m.
Q3 2021: Operating Expense Analysis
Aug. 15, 2021, 5:33 p.m.
Q3 2021: LinkedIn Company Insights
July 23, 2021, 7:47 p.m.
Q3 2021: General Screens
July 18, 2021, 3:05 p.m.
Q3 2021: Sector Screens
July 4, 2021, 6:11 p.m.
Plan for Newsletter & Introduction
June 15, 2021, 3 p.m.
A bi-weekly stats based stocks newsletter with a splash of personal finance!
June 13, 2021, 3:55 p.m.