The newsletter

Page 4 of 14

Issues 38 through 49 of 167.

💰 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

💰 5 Fact Friday: One Company To Rule Them All

Palantir $PLTR just cleared a major milestone with $1B in quarterly revenue for the first time. Sales grew 48% year-over-year, driven by surging AI demand.

August 8, 2025

💰 5 Fact Friday: Figma Jumps 250% At IPO

Figma made its public debut yesterday, and it didn’t disappoint. The design software company priced its IPO at $33 per share, above its initial $30–$32 range, and raised about $1.2B in the process. Then came the fireworks...

August 1, 2025

💰 5 Fact Friday: Meme Stock Mania Is Back

Opendoor has tripled in just two weeks as Reddit’s r/WallStreetBets crowd piles in, fueling a frenzy that’s now spreading to names like Kohl’s, GoPro, and Krispy Kreme.

July 25, 2025