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💰 The $1.77 Trillion Question
Latest issue

💰 The $1.77 Trillion Question

Is SpaceX still a deal, or are public investors about to become the exit liquidity?

June 5, 2026 · Daniel Anderson

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💰 The Bad Vibes Bull Market

💰 The Bad Vibes Bull Market

Record-high stocks. Record-low vibes. Welcome to the grumpiest bull market ever.

May 29, 2026

💰 Berkshire’s New Boss Bets On Google

💰 Berkshire’s New Boss Bets On Google

Berkshire increased its Alphabet stake by 224%, making Google’s parent company its fifth-largest equity holding at roughly $22.9B.

May 22, 2026

💰 Inflation’s Warning Lights Are Flashing

💰 Inflation’s Warning Lights Are Flashing

Bond yields are climbing. Rate-cut hopes are fading. And some Fed officials are putting rate hikes back on the table.

May 15, 2026

💰 GPUs Built AI, CPUs Run It

💰 GPUs Built AI, CPUs Run It

Since the launch of ChatGPT, Nvidia’s data center revenue has exploded from $15B annually to $194B last year. But AI is entering a new phase.

May 8, 2026

💰 The Easy Era Is Over

💰 The Easy Era Is Over

For more than a decade, markets have been shaped by leaders who made the system feel stable, predictable, and, at times, almost easy to navigate. That feeling is starting to fade.

May 1, 2026

💰 Cannabis Stocks Light Up

💰 Cannabis Stocks Light Up

When news first leaked midweek, cannabis stocks went vertical... Then the actual order dropped, and the details mattered.

April 24, 2026

💰 A HALO Made Of Steel

💰 A HALO Made Of Steel

A new framework making the rounds on Wall Street is HALO: Heavy Assets, Low Obsolescence. These are companies where the moat isn’t code. It’s physical reality.

April 17, 2026

💰 Last-Minute Tax Moves That Actually Pay Off

💰 Last-Minute Tax Moves That Actually Pay Off

We’re down to the wire. Tax Day hits next Wednesday, and if you haven’t filed yet, this is your last chance to put real money back in your pocket...

April 10, 2026

💰 The Space Economy Reaches Escape Velocity

💰 The Space Economy Reaches Escape Velocity

NASA just launched a crewed lunar mission for the first time in more than 50 years. At the same time, SpaceX confidentially filed for what could become the largest IPO in history.

April 3, 2026

💰 First The Brains, Now The Nervous System

💰 First The Brains, Now The Nervous System

The AI trade has moved in waves. Each wave has been driven by one physical constraint, and each time, the market has rewarded whoever controlled the choke point.

March 27, 2026

💰 This Isn’t The 1970s

💰 This Isn’t The 1970s

Inflation is rising and the labor market is cooling, but Fed Chair Powell insists this is not stagflation.

March 20, 2026

💰 The Cockroach Problem On Wall Street

💰 The Cockroach Problem On Wall Street

"When you see one cockroach, there are usually more..."

March 13, 2026