- One Of Those Times Again
- Surprise?
- Today’s Thoughts: Trump Trade Fizzles; Nvidia, Bedrock of the Market
- Trump: The Sequel
- What Trend, Exactly?
- Meltdown?
- It’s A Good Run. Now We Have To Keep It.
- America’s Stock Market Advantage
- The New Cigar Butts
- A Rocket That Has Lost Its Fuel
- Bad Apples
- Nvidia Saves The Day, Again
- A Slow, Rude Awakening Ahead: Inflation, and More
- Rumbles Beneath The Surface
- January Update: 2024, A Repeat of 2023?
- After An Unexpected 2023, Is It All Uphill From Here?
- What’s The Future of Work After WeWork?
- Big Tech’s Meltdown
- UAW Doubles Down On Strikes, With Growing National Consequences
- Higher Yields, Less Problems
- Weekly Newsletter: Close Call
- Weekly Recap: A Thousand Cuts
- Weekly Recap: What Acceleration?
- Weekly Recap: Creeping Fears
- Buffett’s Big Bet Against America
- Weekly Recap: Ripples In The Sea
- The Truth Behind “Just As Expected”
- Weekly Recap: A Storm Is Coming
- Everything Is Over Except The Shouting
- Weekly Recap: Besieged
- Minutes Tick Down To Midnight
- Weekly Recap: Calm Before The Storm
- A House of Cards?
- Weekly Recap: Downgrade Blues
- Thinking About Bonds? That’s Probably Not A Good Sign.
- Weekly Recap: Investors and Fed in Parallel Universes; Microsoft Disappoints AI Enthusiasts, Gets Pummeled
- Are Investors Deaf?
- Weekly Recap: Tech Panics Like It’s 2022
- The Tesla Contagion
- Stop Worrying And Love The Bull
- Don’t Move. It’ll Help The Economy. Really.
- ChatGPT, False Idol
- Fewer Jobs, Fewer Problems
- Activision Blizzard: A Moment Of Truth
- A New Dose Of Hope: Lower Inflation, And (Possibly) New QE
- Weekend Debrief: And The Mania Settles, For Now
- What Bears Don’t Understand About This Bull Market
- Palantir: The Hype Is Becoming Real
- AI, AI, Pump, Pump, Aaand…Nope
- No, Wall Street Isn’t Calm About The Debt Ceiling
- First Republic Just Collapsed. Why Aren’t Markets Moving?
- Exxon Mobil: When Big Oil Meets The Decarbonization Movement
- Why We May Not Be Seeing The Signs Of The Next Bank Failure Until It Happens
- There Is No Good Route That The Fed Can Take Today…Or Is There?
- Why Are Big Investors Rushing To Energy?
- Why Disney Is Especially Vulnerable Compared To Netflix and Paramount
- Paramount Global: Don’t Count It Out
- Bed Bath & Beyond: Despite Raucous Supporters, The Fall Continues
- The Truth About Tesla: Elon IS Tesla
- Netflix Investors Are Running Blind
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