Alibaba’s $10B AI Gamble
August 23, 2026 Alibaba’s $10B AI Gamble Record share sale, collapsing profits, and a 12-quarter winning streak in cloud: the…
Newsletters
You won’t believe what I wrote on this whiteboard
August 23, 2026 Silver’s Six-Year Deficit Just Got Worse Featured: Silver’s Six-Year Deficit Just Got Worse Sponsored Editor’s Note: Named the…
The S&P 500 Comfort Trap
August 22, 2026 The S&P 500 Comfort Trap In 2026, the fee war is over. The real risk is crowding,…
Monday = Your Potential Turning Point
August 22, 2026 The US-Canada Deal That Wasn’t Featured: The US-Canada Deal That Wasn’t Sponsored Most people see Monday as just…
Bitcoin’s Best Week in Two Years
August 21, 2026 Bitcoin’s Best Week in Two Years Three catalysts hit within 72 hours. The shorts funded the first…
Why Wall Street is Dumping ETFs – September 30th
August 21, 2026 Safe Assets Are Not What They Used to Be Featured: Safe Assets Are Not What They Used to…
WMT Beat the Quarter. The Stock Didn’t Care.
August 20, 2026 WMT Beat the Quarter. The Stock Didn’t Care. The comp miss, a one-time $2.9B refund, and a…
U.S. Rival Just Raised the Stakes for This Quiet Company
August 20, 2026 The $65B Number Is About to Meet an Auditor Featured: The $65B Number Is About to Meet an…
The Market Is Pricing NVDA Like a Lender
August 19, 2026 The Market Is Pricing NVDA Like a Lender A quality business, a new fear, and a valuation…
Nvidia says without this radical device AI can’t scale
August 19, 2026 The Pause Is Not the Deal Featured: The Pause Is Not the Deal Sponsored Hi, Take a look…