The newsletter

Page 2 of 14

Issues 14 through 25 of 158.

💰 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

💰 5 Fact Friday: The Money Printer Is Back

Starting today, the Fed will buy $40 billion in Treasury bills each month. Officials swear this is not quantitative easing and is not intended to prop up markets. They frame it as a plumbing fix.

December 12, 2025

💰 5 Fact Friday: $6.25B For The Kids

Michael and Susan Dell just made one of the largest philanthropic gifts in U.S. history, a $6.25 billion pledge to help seed long-term investment accounts for 25 million American children.

December 5, 2025

💰 5 Fact Friday: Is $140K Enough?

A controversial article on X sparked chaos by suggesting $140K is the new baseline for getting by. Here’s what the author got right... and why it struck such a nerve.

November 28, 2025

💰 5 Fact Friday: Even Nvidia Can’t Save This Market

Nvidia's earnings did not disappoint. All key metrics exceeded Wall Street estimates. Markets popped to start Thursday morning, but the green candles were short-lived...

November 21, 2025

💰 5 Fact Friday: When Politics Skew The Data

Consumer confidence is tanking, but not for the reason you think. A quiet shift in who gets surveyed means one political group is shaping the entire headline.

November 14, 2025

💰 5 Fact Friday: Elon’s $8.5 Trillion Challenge

Elon Musk just got the green light for a pay package worth $1 trillion. To earn it, he’ll need to grow Tesla to $8.5 trillion. That’s more than Apple and Microsoft combined.

November 7, 2025