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.
Rent, Own, Or Divvy?
May 17, 2022, 1 p.m.
Opendoor: The Art of Winning an Unfair Game
Feb. 25, 2022, 12:52 p.m.
SoFi: Bank To The Future
Jan. 3, 2022, 12:46 p.m.
Crypto Dividends
Nov. 2, 2021, 12:28 p.m.
Unity Software: The World Engine
Oct. 19, 2021, 1:24 p.m.
Opendoor, The Mythology Of Disruption
Sept. 7, 2021, 1:20 p.m.
Palantir: The Lord Of The Builders
Aug. 9, 2021, 11:21 a.m.
Robinhood: The Tension Between Good And Evil
July 20, 2021, 11:10 a.m.
Disruptive technology, investment philosophy and entrepreneurial storytelling.
July 3, 2021, 9:45 p.m.