Highlights
Recent News
Q4 Stock Picking: Where Scarcity Is Priced In, and Where It Isn’t
Dear readers, Friday's edition showed how selective spending has become, with Nike punished for its guidance and the jobs report...
Nike Sinks to a 13-Year Low While Tesla and Amazon Find Buyers
Dear readers, Nike's answer to the question we left open yesterday is in, and it isn't kind. The broader question...
From GPUs to Guardrails: Q4’s Security Rotation Begins
Dear readers, Yesterday we traced how AI capital is flowing from chips into the concrete and steel of data centers...
The Rate Plateau’s Real Winners Aren’t Chipmakers
Dear readers, Yesterday we tracked the ten-year Treasury yield's climb past 5.2%, a 19-year high, and the capital rotation it...
Popular
Net Worth
Five Percent Yields Separate Cash Machines From Cash Burners
Dear readers, The five-percent world is back, and this time it sent a bill. With the ten-year...
Real Assets, Real Cash Flows: Wall Street’s Post-Hike Rotation
Dear readers, Yesterday crypto proved it could rally through a rate hike. Today the rest of the...
Tokenization’s Green Light: Crypto Rallies Where Congress Stalled
Dear readers, Yesterday we left crypto reeling: the Senate had blocked the CLARITY Act by a single...
5% Money Forces AI’s Believers to Show Their Math
Dear readers, The Federal Reserve delivers its rate decision this afternoon, and for once the suspense isn't...