Jul 24, 2026
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3 min read
Another AI-related earnings report, another selloff... What is happening?
Jul 23, 2026
5 min read
The next bull market likely starts where nobody is looking right now (why I like it.)
Jul 22, 2026
2 min read
Here's what really happened to the first hyperscaler and its earnings.
Jul 21, 2026
One dataset explains 76% of bond prices, and it could be about to flip bullish.
Jul 20, 2026
7 min read
Markets think the trade is over... I think it's just beginning.
Jul 19, 2026
Let's go over a check on markets, and what should be on your radar for this week.
Jul 17, 2026
6 min read
Everyone sees the drug. Few are watching where the money is headed.
Jul 15, 2026
4 min read
Here's what Goldman Sachs earnings really mean for the stock market.
Jul 14, 2026
Markets think these two peers are the same... They aren't.
Jul 13, 2026
The anomaly that explains what happens after a capex boom.
Jul 12, 2026
Jul 10, 2026
It's always been about enterprise ROI and replacing jobs.
Jul 9, 2026
Timing a turnaround is hard, this solves it.
Jul 8, 2026
The portfolio strategy retail investors never get to see.
Jul 7, 2026
Here's how a Goldman Sachs trader structures an industry trade.
Jul 6, 2026
Here's where money is quietly moving.
Jul 5, 2026
Jul 2, 2026
Yesterday's PMI just revealed the next rotation.
Jul 1, 2026
Nancy Pelosi loaded up on calls, I'm buying the stock on a majorly underpriced thesis.
Jun 29, 2026
Why the KOSPI is now 90% correlated to US tech, and how leverage can create contagion risk.
Jun 28, 2026
Jun 26, 2026
Why hyperscalers and semis have always moved together, and why that relationship just broke.
Jun 25, 2026
One of the best risk/reward setups I've seen in over a decade of investing, now yours.
Jun 24, 2026
AI-related companies are on thin ice, here's what their financials truly say about the businesses.
Jun 22, 2026
The obvious has already happened with oil names, now it's time to tackle a better risk/reward in a post-war market.
