Still Haven’t Claimed Your Free Copy?
May 18, 2026 Still Haven’t Claimed Your Free Copy? Featured: REGN fell 10%. The numbers tell a complicated story. Sponsored A…
The $67B Utility Merger Built for the AI Power Crisis
May 18, 2026 The $67B Utility Merger Built for the AI Power Crisis NextEra + Dominion: What the deal means…
The catch about my 9:30 AM strategy
May 17, 2026 The catch about my 9:30 AM strategy Featured: A New Fed Chair, A Hot Inflation Number, and Five…
Lemonade Is Quietly Reinventing Insurance From the Ground Up
May 17, 2026 Lemonade Is Quietly Reinventing Insurance From the Ground Up The AI-native insurer closing in on profitability. Insurance…
SpaceX May Be the Headline… but This Is Where I’d Look First
May 17, 2026 SpaceX May Be the Headline… but This Is Where I’d Look First Featured: Nuclear Is the Most…
Why I Flew on a Tiny Helicopter Next to a Potential Nuclear Bomb Target
May 16, 2026 Why I Flew on a Tiny Helicopter Next to a Potential Nuclear Bomb Target FEATURED: UNH: The Turnaround…
Distracted Americans set to miss out on quadrillions
May 15, 2026 Distracted Americans set to miss out on quadrillions FEATURED: Coleman bought INTC and HOOD, sold WDAY and Circle….
Berkshire’s first quarter under Abel told us something
May 15, 2026 Berkshire’s first quarter under Abel told us something $24.1B out, $15.9B in — and the five names…
Ackman’s Microsoft buy: cheap(ish) for a reason
May 15, 2026 Ackman’s Microsoft buy: cheap(ish) for a reason A 21x forward multiple sounds calm. A $190B capex year…
The Day the Dow Hit 50,000 (Again)
May 14, 2026 The Day the Dow Hit 50,000 (Again) Two catalysts. One morning. A very clear message about where…