The newsletter

Page 2 of 14

Issues 14 through 25 of 164.

💰 Oil, Inflation, and the Strait of Hormuz

War between Israel, the U.S., and Iran has injected an all-new risk into global energy markets. The immediate concern is not Iran’s oil production itself...

March 6, 2026

💰 The $600B FOBO Selloff

“What if our AI bullishness continues to be right... and what if that’s actually bearish?”

February 27, 2026

💰 Whale Watching Season Is Here

A fresh round of 13Fs just dropped. These quarterly filings reveal how Wall Street whales shuffled billions of dollars last quarter..

February 20, 2026

💰 The AI Grim Reaper Is Making Rounds

Software, insurance brokers, financial advisors... Who's next?

February 13, 2026

💰 Welcome To The SaaSpocalypse

Until recently, AI was sold as a copilot. A helper that made employees faster. You still needed the human. You still needed the software seat. That framing just broke.

February 6, 2026

💰 Big Tech Report Cards Are In

Four earnings reports, two grades each, and one contrarian "A"

January 30, 2026

💰 The Small Cap King Is Back

The Russell 2000 has now beaten the S&P 500 for 14 straight sessions, its longest winning streak over large caps since May 1996.

January 23, 2026

💰 Did Washington Spark A Gold Rush?

Gold and silver are ripping again. And this time, the move feels less like a trade... and more like a signal. In just the past two weeks, gold is up 7% to $4,600, while silver jumped 26% to $90.

January 16, 2026

💰 Big Stick Economics Is Back

U.S. markets are grappling with the return of a very old playbook, the Monroe Doctrine. Except today’s version, the “Donroe Doctrine,” looks like less nation-building and more supply-chain building.

January 9, 2026

💰 Wall Street Signals Confidence For 2026

Major banks and research shops see the S&P 500 finishing 2026 somewhere between 7,100 and 8,100, with the median forecast landing at 7,700. That implies a 12.5% gain from today’s levels.

January 2, 2026

The Santa Rally Is Here and 2025 Scorecards Are In 🎅

Twelve months ago, you Maniacs made bold calls about the economy, markets, and where the world was headed. Now the scorecards are in... and some of you deserve a victory lap.

December 26, 2025

💰 5 Fact Friday: Oracle’s $523B Question Mark

Oracle was one of the biggest AI winners of 2025... until it wasn’t.

December 19, 2025