Every Chip, Every Ride
Here's the description with numbers converted:Missiles in the Persian Gulf. Oil at a hundred dollars a barrel. Consumer sentiment near its prior trough. And somehow, the Nasdaq closed the week at an a...
8 Mai 30min
Swim to the Far Shore
Swim to the Far Shore — Investing PsychologyIn 2024, the average equity investor trailed the S&P 500 by 848 basis points. Not because they had worse information. Not because they lacked a strategy. Ma...
5 Mai 27min
The Arms Dealer
The Arms Dealer — Amazon Q1 2026Amazon just posted the highest operating margin in its history, beat EPS by seventy percent, and watched the stock fall. The market is reading a capex anxiety story. Th...
1 Mai 26min
The Physics Don't Negotiate: Why the World Is Running Out of Reliable Power
The world is structurally short on reliable electricity — and the gap is widening at exactly the moment AI is making the demand permanent, not cyclical. GE Vernova's record quarter is the most legible...
25 Apr 33min
Netflix: The Best House on an Emptying Street
Netflix beat on revenue, beat on margins, beat on earnings per share — and the stock closed down almost ten percent. The market is telling a story about a bad guide. The real story is about what a tel...
19 Apr 9min
