Easing Into Expansion

The Tipping Point

Reading the Tea Leaves

Trade Ideas for 2025

2025 Macro Outlook

A Year in Review

Warrant Arbitrage

Jumping the Shark

Hype or Hot Air

Will "Efficiency" Fix the Budget?

The Aftermath

The Volatility Divergence

Fox in the Henhouse

Value to Mine

The New Space Age: #125: A deep dive on the modern space renaissance.

Last Quarter Mile: #124: 4Q Market Preview.

Mapping the Military Industrial Complex: #123: A brief introduction to the defense industry.

Rate Cuts, Risk On?: #122: Rate Cuts and the Market, Reinflation Risks, and the Failures of the Fed.

Cash Flows: #121: Radically simple stock analysis.

Football's Next Season : #120: The NFL opens the door to private equity.

Slippery Slope: #119: With the labor market deteriorating, the economic outlook darkens.

Nine Charts to Chew On : #118: On the housing market, the consumer slowdown, and gold.

Imitation Game: #117: Chipotle blazed the trail. Can Cava and Sweetgreen follow?

Volatility Strikes: #116: A short-term unwind and long-term concerns.

A Monetary Deep Dive: #115: Charting the path forward.