Some of the best insights fit into a chart and a few sentences.
Aug 12, 2026
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1 min read
Investors are paying less for earnings. Not more.
Jul 28, 2026
2 min read
2026's tape officially killed the phrase.
Jul 21, 2026
People are craving an earlier version of the world.
Jul 13, 2026
3 min read
PLUS: How accurate are Wall Street analysts?
Jun 30, 2026
Plus: we are all colored by our own experience
Jun 18, 2026
Plus: Warsh is giving me CMT Vibes.
Jun 5, 2026
Finding the data that's worth painting.
Jun 2, 2026
A Reddit thread can't add $400B to Micron in two weeks.
May 26, 2026
Plus: Nvidia has a size problem.
May 19, 2026
ChatGPT Changed Everything
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