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.
So-Fried
May 22, 2025, 1:31 p.m.
The Matador
April 30, 2025, 12:10 a.m.
Into the Trenches
April 18, 2025, 12:05 p.m.
Twelve Casualties of the Trade War
April 11, 2025, noon
The Vortex
April 4, 2025, 12:01 p.m.
Haves vs. Have Nots
March 30, 2025, 9:50 p.m.
Regime Change
March 7, 2025, 1:11 p.m.
Max Stupid
Feb. 28, 2025, 1:18 p.m.
Four Shorts
Feb. 21, 2025, 1:14 p.m.
Running on Empty
Feb. 14, 2025, 1:01 p.m.
Framing the Homebuilders
Feb. 7, 2025, 1 p.m.
A Moment of Disbelief
Jan. 31, 2025, 1:19 p.m.
The Nuclear Narrative
Jan. 24, 2025, 1:09 p.m.
Easing Into Expansion
Jan. 17, 2025, 1:16 p.m.
The Tipping Point
Jan. 10, 2025, 1:16 p.m.
Reading the Tea Leaves
Jan. 3, 2025, 1:54 p.m.
Trade Ideas for 2025
Dec. 27, 2024, 1:13 p.m.
2025 Macro Outlook
Dec. 20, 2024, 1:49 p.m.
A Year in Review
Dec. 13, 2024, 1 p.m.
Warrant Arbitrage
Dec. 6, 2024, 1:37 p.m.
Jumping the Shark
Nov. 29, 2024, 1:47 p.m.
Hype or Hot Air
Nov. 22, 2024, 1:17 p.m.
Will "Efficiency" Fix the Budget?
Nov. 15, 2024, 1:12 p.m.
The Aftermath
Nov. 8, 2024, 1:03 p.m.
The Volatility Divergence
Nov. 1, 2024, noon