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.
"An Egg Is An Egg"
April 14, 2025, 10:31 a.m.
"The Market Passed Them By"
April 7, 2025, 10:31 a.m.
Q1 2025 Portfolio Update
April 3, 2025, 10:30 a.m.
Dollar Tree: "The First Inning"
March 31, 2025, 10:31 a.m.
Nike: "A Balanced Approach"
March 24, 2025, 10:31 a.m.
Nike Expert Panel Discussion
March 22, 2025, 1:02 p.m.
The Future Of Airbnb
March 20, 2025, 10:31 a.m.
The DG Playbook
March 17, 2025, 10:31 a.m.
"It Has Never Been Not Hard"
March 10, 2025, 10:30 a.m.
Nike's Retail Evolution
March 7, 2025, 3:31 p.m.
GEICO: "Major Repolishing"
March 6, 2025, 11:30 a.m.
Celsius: The Pepsi Question
March 3, 2025, 11:31 a.m.
Roku: "A Global Opportunity"
Feb. 24, 2025, 11:31 a.m.
Peloton: "A Steep Hill"
Feb. 20, 2025, 11:31 a.m.
"This Is The Right Time"
Feb. 17, 2025, 11:31 a.m.
TSOH Announcement
Feb. 13, 2025, 2:01 p.m.
"They're Actually An Asset"
Feb. 10, 2025, 11:31 a.m.
Meta: More To Come
Feb. 6, 2025, 11:31 a.m.
Microsoft: "The UI For AI"
Feb. 3, 2025, 11:31 a.m.
Ally: End Of The Tunnel
Jan. 27, 2025, 11:31 a.m.
Netflix: "Thinking Too Small"
Jan. 23, 2025, 11:30 a.m.
BF.B: The American Spirit
Jan. 20, 2025, 11:30 a.m.
Portfolio Change - 01/16/2025
Jan. 15, 2025, 10:01 p.m.
The House Of Sport
Jan. 13, 2025, 11:30 a.m.
Academy: Retail Turnaround?
Jan. 9, 2025, 11:31 a.m.