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💰 Don’t Let Doomerism Doom Your Portfolio
Nvidia’s revenue grew 106% last quarter, yet the stock still trades cheaper than Coca-Cola.
August 28, 2026 · Daniel Anderson
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💰 Too Big To Feel
The national debt crossed $40 trillion this week. Two days later, the Treasury moved.
August 21, 2026
💰 Big Promises, Same Receipt
When both parties converge on the same promise, it tells you something...
August 14, 2026
💰 SpaceX Comes Back To Earth
Yesterday morning, the handcuffs came off 912 million SpaceX shares. You would expect that to hurt...
August 7, 2026
💰 A Tug Of War At The Fed
Officials have dissented plenty this year, just in opposite directions. This was the first time since September 2016 that three of them pulled the same way.
July 31, 2026
💰 Record Profits, Vanishing Cash
Google posted the largest quarterly profit any US company has ever booked, while somehow also burning through cash for the first time on record...
July 24, 2026
💰 Wall Street’s Toll Booth Trade
"It’s getting close to as good as it gets. We just don’t know how long it’s going to last."
July 17, 2026
💰 The House Buffett Built
Two of the smartest pools of money in America just made opposite bets on housing...
July 10, 2026
💰 Cloudy With A Chance Of Excess
Meta shares jumped 9%, while the neocloud names got hit hard. Despite the market’s strong reaction, there’s more than one way to read this move...
July 3, 2026
💰 Your 401(k) Needs A Checkup
Vanguard says the average 401(k) balance hit $167,970 in 2025. But the median saver has just $44,115.
June 26, 2026
💰 Warsh Rips Up The Roadmap
For decades, the Fed has tried to telegraph its next move, smooth out surprises, and let investors price everything in ahead of time. Warsh seems to think that went too far.
June 19, 2026
💰 The Cookie Jar Is Open
SpaceX, Google, Oracle, OpenAI, and Anthropic. With only so many dollars to go around, a lot of hands are reaching for the same cookie jar...
June 12, 2026
💰 The $1.77 Trillion Question
Is SpaceX still a deal, or are public investors about to become the exit liquidity?
June 5, 2026