The newsletter

Page 4 of 14

Issues 38 through 49 of 161.

💰 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

💰 5 Fact Friday: Forget Tech, This Sector’s On Fire

While everyone’s watching Nvidia rip through resistance levels, another sector is quietly stealing the show in 2025: industrials.

July 18, 2025

💰 5 Fact Friday: Markets Boom, Tariffs Loom

The S&P 500, Nasdaq, B*tcoin, and Nvidia are all soaring to new heights. But with tariffs escalating and investor greed peaking, is the market ignoring the risks hiding in plain sight?

July 11, 2025

💰 5 Fact Friday: What The OBBBA Means For You

The One Big Beautiful Bill Act is just one presidential signature away from becoming law. Today, we’re zooming in on how the sprawling bill affects you as a taxpayer.

July 4, 2025

💰 Maniac Minute: From Panic To Peak In 89 Days

The S&P 500 closed at a record high on Friday, as investors cheered trade optimism and growing conviction that rate cuts are back on the table. That wrapped up a wild round trip: a 24% rally from the depths of April’s tariff-induced selloff to Friday’s close.

June 30, 2025

💰 5 Fact Friday: NATO's $3T Power Move

Defense spending just got a massive upgrade. On Wednesday, NATO made its boldest financial commitment in years: a pledge to raise annual defense and security spending to 5% of GDP by 2035.

June 27, 2025

💰 Maniac Minute: Private Equity Wants Your Nest Egg

401(k) giant Empower is exploring ways to add private equity and credit investments to select retirement plans, an idea that has critics like Senator Elizabeth Warren fuming.

June 23, 2025