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💰 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 · Daniel Anderson
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💰 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
💰 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 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
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
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
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
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 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
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