Some of the best insights fit into a chart and a few sentences.
Aug 17, 2026
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2 min read
These earnings figures are mind-blowing.
Aug 12, 2026
1 min read
Investors are paying less for earnings. Not more.
Jul 28, 2026
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.
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