The newsletter

Page 3 of 14

Issues 26 through 37 of 158.

💰 5 Fact Friday: The Fed’s Flying Blind

With the government shutdown freezing some key economic data, Powell warned that the Fed is “driving in a fog.” The takeaway? Slower, more cautious decision-making to come.

October 31, 2025

💰 5 Fact Friday: Beyond Meat Goes Beyond Logic

Shares soared more than 1,000% in five days after a short squeeze, a meme ETF addition, and a deal with Walmart...

October 24, 2025

💰 5 Fact Friday: Leverage Is The Name Of The Game

From rare earths to retaliatory tariffs, the trade war is back — and crypto’s $20B leverage flush shows just how fragile things still are.

October 17, 2025

💰 5 Fact Friday: The Surprise Star Of 2025

Hint: it’s not gold or bitcoin.

October 10, 2025

💰 5 Fact Friday: 'Sell America' Was A False Alarm

Earlier this year, analysts were calling the decline in the U.S. dollar: "Sell America." Fears of runaway deficits, tariff chaos, and a potential Fed shake-up created panic. Fast forward to today, and as it turns out, foreign investors didn’t flee. They doubled down.

October 3, 2025

💰 5 Fact Friday: Is This Dot-Com 2.0?

Earlier this week, the CAPE ratio crossed 40, a level not seen since the dot-com bubble. Then, Fed Chair Jerome Powell added fuel to the fire, warning: “By many measures... equity prices are fairly highly valued.”

September 26, 2025

💰 5 Fact Friday: What The Cut?

After nine months of standing still, the Fed finally made a move. Powell called the 0.25% trim a “risk-management cut.”

September 19, 2025

💰 5 Fact Friday: Is Oracle The New Nvidia?

On paper, Oracle’s latest earnings looked forgettable: revenue of $14.9B missed expectations, and adjusted profit came up short. But investors didn’t even blink. Why?

September 12, 2025

💰 5 Fact Friday: AI Saves Google, Sweeney Saves AEO

This week, AI disrupted antitrust law, Sydney Sweeney moved markets, and Trump’s tariffs hit a $210B legal wall. It’s a wild one—let’s dive in.

September 5, 2025

💰 5 Fact Friday: Long Live The AI Trade

At nearly $4.4 trillion, Nvidia is now 3% of global equity value and 8% of the S&P 500. For context, that’s more than Amazon and Meta combined...

August 29, 2025

💰 5 Fact Friday: Rates, Retail, and Red Days

Markets just limped through five straight red days, their worst stretch since January, and the culprit might surprise you.

August 22, 2025

💰 5 Fact Friday: Buffett Buys The Dip

Warren Buffett may be stepping down as Berkshire Hathaway’s CEO, but his playbook is alive and well. In Q2, Berkshire’s biggest purchase was UnitedHealth Group.

August 15, 2025