The newsletter
Page 8 of 14
Issues 86 through 97 of 161.
💰 5 Fact Friday: The $97B AI Power Struggle
Elon Musk and Sam Altman cofounded OpenAI in 2015 with a shared vision: an open, nonprofit AI research lab for the good of humanity. Fast forward to today, and they’re locked in a bitter fight over the future of AI.
February 14, 2025
💰 Maniac Minute: All That Glitters Is Gold
Gold demand is off the charts. Central banks are hoarding the precious metal at record levels, pushing prices toward $2,900 an ounce. With rate cuts and tariffs on the horizon, could gold be heading even higher?
February 10, 2025
💰 5 Fact Friday: Death Of The Duty-Free Loophole
For years, China’s e-commerce giants—Shein, Temu, and AliExpress—have had an unfair edge in the U.S. market. That just changed. On Tuesday, Trump shut down the de minimis loophole.
February 7, 2025
💰 Maniac Minute: The Tariffs Are Coming, The Tariffs Are Coming!
Markets are skittish, sensitive, and running on headlines. A DeepSeek-driven AI panic? Big drop. Strong earnings? Recovery. Trump’s tariff bombshell? Another sell-off.
February 3, 2025
💰 5 Fact Friday: The Startup That Erased $1.5 Trillion
Monday’s sell-off was one for the history books. The S&P 500 fell 1.5%, the Nasdaq tumbled 3.1%, and over $1.5 trillion in market value vanished. The biggest casualty? Nvidia.
January 31, 2025
💰 Maniac Minute: Trump Ignites Space Race 2.0
Rocket Lab blasted off after President Trump’s second inaugural address rekindled America’s space race. His call to “plant the stars and stripes on the planet Mars” sent rocket stocks into orbit.
January 27, 2025
💰 5 Fact Friday: Hedge Funds Push All-In
Hedge fund leverage is now at its highest level in 15 years. At the same time, fund managers are holding just 3.9% of their portfolios in cash. Both metrics suggest institutional investors are betting big on continued market strength.
January 24, 2025
💰 Maniac Minute: $TRUMP Coin’s $58B Debut
At Friday’s "Crypto Ball," the president-elect unveiled $TRUMP coin—a memecoin that set the crypto world ablaze, soaring to a $58B market cap by Sunday.
January 20, 2025
💰 5 Fact Friday: California’s $100B Insurance Gap
The wildfires in Los Angeles are projected to rack up $40 billion in insurance losses, with the total bill nearing $150 billion. That $100 billion gap between insured damage and actual damage will hit one of two groups: homeowners or taxpayers.
January 17, 2025
💰 Maniac Minute: The Tale of Two Constellations
Constellation Energy turned heads with its $16.4 billion acquisition of Calpine. Constellation Brands slumped as declining wine and spirits sales overshadowed growth in beer from Modelo and Corona.
January 13, 2025
💰 5 Fact Friday: Quantum Computing Gets A Reality Check
On Wednesday, Nvidia CEO Jensen Huang declared that “very useful quantum computers” are likely 15–30 years away. His words triggered a quantum stock sell-off, with Rigetti Computing (-45%), IonQ (-39%), and D-Wave Quantum (-36%) bearing the brunt of the fallout.
January 10, 2025
💰 Maniac Minute: The 4% That Drives 100% Of Gains
Stock picking seems straightforward in theory—just buy the “winners” and avoid the “losers.” In reality, it’s far tougher than it looks. One big reason? Positive skewness of returns.
January 6, 2025