The newsletter

Page 6 of 14

Issues 62 through 73 of 167.

💰 5 Fact Friday: 10 Teslas, No Drivers, Big Stakes

The race to dominate America’s roads—without a driver—has officially shifted into high gear.

May 30, 2025

💰 Maniac Minute: 5% Yields ≠ 5-Star Retirement

With Treasury yields over 5%, the appeal is obvious: low-risk income, tax advantages, and a big dose of simplicity.

May 26, 2025

💰 5 Fact Friday: Bonds Spiral & Bitcoin Soars

What do you get when Ray Dalio sounds the alarm, lawmakers toss fiscal discipline out the window, and the national debt nears $37 trillion? A downgrade no one asked for—and 5% yields no one can ignore.

May 23, 2025

💰 Maniac Minute: Ackman Goes All-In On Uber

Every quarter, fund managers with over $100M in assets are required to disclose their stock holdings via a Form 13F. Bill Ackman just disclosed a huge new position in Uber, now 18.5% of his portfolio.

May 19, 2025

💰 5 Fact Friday: Made-In-America Meets The Middle East

A massive $800B investment wave from the Middle East is boosting U.S. exports—with AI, aerospace, and defense first in line.

May 16, 2025

💰 Maniac Minute: Sell In May & Go Away?

Fidelity says no. Here's why calendar trading rules are flawed—and what to watch instead as tariffs, rates, and earnings dominate the narrative.

May 12, 2025

💰 5 Fact Friday: UK Signs & Bitcoin Booms

Bitcoin is back over $100K. Stocks are rallying. And for the first time in history, we have an American pope. The Fed held rates steady. The UK just signed the first post–Liberation Day trade deal. And tomorrow, Scott Bessent sits down with China.

May 9, 2025

💰 Maniac Minute: Buffett Ends His 55-Year Reign

Warren Buffett just dropped the mic after 55 years at Berkshire Hathaway’s helm. At Saturday’s shareholder meeting, the Oracle of Omaha announced he’s stepping down as CEO at year-end.

May 5, 2025

💰 5 Fact Friday: Tech’s Tale Of Two Business Models

Services-focused companies like Meta and Microsoft outperformed their product-reliant peers as tariff risk and weaker guidance weighed on results.

May 2, 2025

💰 Maniac Minute: The Trump Put Strikes Again

President Trump said he has “no intention” of firing Fed Chair Jerome Powell and hinted that tariffs on China could ease. All traders heard was “Trump Put” and sprinted back into risk assets.

April 28, 2025

💰 5 Fact Friday: The Great American Unloading

The International Monetary Fund just issued a reality check—and while it’s not as grim as the Atlanta Fed’s numbers, it’s definitely not bullish on the U.S. either.

April 25, 2025

💰 Maniac Minute: Hertz Rises From The Dead

Hertz shares more than doubled after Bill Ackman’s Pershing Square revealed a 19.8% stake in the beaten-down rental car giant. $HTZ has been bleeding cash, slashing its fleet, and losing investor confidence. But Ackman sees a $30 price target...

April 21, 2025