Your Wallet vs. the Fed’s Next Move
August 15, 2026 Your Wallet vs. the Fed’s Next Move A 9-3 vote, a 3.4% CPI reading, and a September…
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Is Workday Cheap. Or Just Hated?
August 14, 2026 Is Workday Cheap. Or Just Hated? The market priced Workday like a disruption loser. The fundamentals still…
Palantir’s 15X vs 32X company no one’s talking about
August 14, 2026 The Royalty Stocks the Market Is Mispricing Featured: The Royalty Stocks the Market Is Mispricing Sponsored Anyone who…
The Boring Companies Winning the AI Race
August 14, 2026 The Boring Companies Winning the AI Race GEV, VRT, ETN, and DELL booked the numbers this earnings…
GOOGL: Discount or Value Trap?
August 13, 2026 GOOGL: Discount or Value Trap? The DeepMind overhaul scared the market. The fundamentals tell a more complicated…
4 Simple Steps to Protect Yourself
August 13, 2026 $4 Gas in Mid-August. It Has Never Happened Before. Featured: $4 Gas in Mid-August. It Has Never Happened…
Iran War: What I Was Told in That Private Meeting
August 12, 2026 IBM’s Worst Day in 40 Years Featured: IBM’s Worst Day in 40 Years Sponsored A note from Banyan…
Is CoreWeave a Bargain or Just Beaten Up?
August 12, 2026 Is CoreWeave Cheap or Just Beaten Up? How to separate a genuine AI infrastructure bargain from a…
Bizarre backstory on Elon Musk?
August 12, 2026 SMCI Guided Up to $72B. The Cash Flow Hole Is Real. Featured: SMCI Guided Up to $72B. The…
“Presidio Initiative” research
August 11, 2026 DayOne’s $5B IPO: What the Market Is Pricing In Featured – DayOne’s $5B IPO: What the Market Is…