Sep 1, 2026
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9 min read
Two Wall Street firms came out with bearish notes. Normally I wouldn't care, this time I kind of do.
Aug 31, 2026
1 min read
Meet the co-host for our September 3 model portfolio webinar.
Crypto treasury stocks are testing their old flywheel again. Some newer preferred shares now pay double-digit income — but no coin directly backs them
Aug 28, 2026
NVIDIA, Nutanix, and Everpure are exposing three separate enterprise-AI decisions: who owns the compute, which model runs, and who controls the data.
Aug 27, 2026
The framework behind four new model portfolios — not a fixed formula.
10 min read
NVIDIA guided to 70% growth. Its margins are set to fall, its customers are building rival chips, and China is zero in next quarter's data-center plan.
Aug 26, 2026
Stocks and bonds haven't been playing by the old rules.
The land grab already started. Here's who's claiming the best lots.
Aug 25, 2026
New drugs can read tumors, silence genes, design proteins, and monitor recurrence. Each layer sits at a different stage of clinical and commercial proof.
Aug 24, 2026
Last week I wrote about the Yen carry trade, oil, and Treasury bonds. Today I explain how it's all connected
Aug 21, 2026
6 min read
Bitcoin, Ether, spot products, crypto stocks, and Strategy's preferred shares can all rise on the same headline. They don't give investors the same claim.
Aug 20, 2026
2 min read
8 min read
The 30-year Treasury just hit a level it hasn't touched since 2007. That's the nightmare scenario for Wall Street
Aug 19, 2026
3 min read
