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Jul-21 Stocks Advance as Chip Rally Builds, Brent Climbs: Markets Wrap
Jul-21 Korean Stocks Jump as Brokers Say Margin Unwind Nearing End
Jul-21 Indian Rupee Rebound Bets Vanish as Soaring Crude Blunts Inflows
Jul-21 Why the Value of China’s Yuan Is Drawing Scrutiny in Europe
Jul-21 Hong Kong Traders Cling to Lunch Break Exchange Wants to Scrap
Jul-21 Thai Bonds Are Beating Asia and Analysts Predict Further Gains
Jul-21 Innolight Seeks Up to $7 Billion in Biggest Hong Kong Listing in Years
Jul-21 Yen Slides Past 163 Mark to Fresh Four-Decade Low Against Dollar
Jul-21 KKR Commercial Real Estate Lender Studies Potential Sale, Merger
Jul-21 Nasdaq 100 Notches Best Day in Weeks as Chipmakers Rebound
Jul-21 Indian shares seen opening lower as oil jumps on widening Mideast war
Jul-21 Gold nears two-week high as Fed outlook, Middle East conflict stay in focus
Jul-21 Asian stocks extend gains as US rebounds, chipmakers lead
Jul-21 TRADING DAY Stocks fly, yen sinks
Jul-21 Fuel costs cloud Alaska Air's outlook even as demand remains strong
Jul-21 Wall St ends higher on chip stocks recovery; earnings in focus
Jul-21 Tariff reprise
Jul-21 London's FTSE 100 climbs as oil prices ease; earnings in focus 
Jul-21 Canada's tariff surprise
Jul-21 India's push away from options fuels boom in leveraged stock bets
Jul-21 France passes law banning under-15s from social media
Jul-21 'I can't afford to turn the oven on': 7.4m households struggling to buy essentials
Jul-21 Boost youth jobs by cutting employers' national insurance, MPs urge
Jul-21 Will AI help you do your job or replace you?
Jul-21 Tokyo urges men to wear shorts to work, but some women say it's 'leg hair harassment'
Jul-21 Lindt's Easter chocolate sales fall after price hike
Jul-21 Ozempic-maker sues rival, accusing it of false advertising
Jul-21 Ryanair broken window may have been caused by 'foreign object'
Jul-21 Thames Water lenders offer 'golden share' to head off nationalisation
Jul-21 VAT to be cut from household electricity bills in October
Jul-21 Stock Market News, July 21, 2026: Chip Stocks Recover, Lifting Nasdaq
Jul-21 Private-Equity Assets Stuck in ‘Zombie Funds’ Are at a Record High
Jul-21 Tech Stocks Return to Rally Mode Ahead of Earnings
Jul-21 Chip Stocks Shrug Off Chinese AI Worries
Jul-21 America’s Most Prolific Oil Field Has a Natural-Gas Problem
Jul-21 Something Weird Is Happening Beneath the Stock Market’s Surface
Jul-21 Gold Prices Have Tanked. Buying the Dip Makes Sense.
Jul-21 U.S. Futures Higher as AI Trade Bounces Back
Jul-20 The Massive Supply Deals Feeding the AI Frenzy Are No Sure Thing
Jul-19 Big Food Is Running Out of Moves with Shoppers and Investors
Jul-21 Stock futures are little changed as investors gear up for more earnings
Jul-21 Goldman Sachs creates private markets platform as rich investors seek the next SpaceX and Stripe
Jul-21 Bets against SpaceX grow to 32% of float as Elon Musk warns short sellers won't survive
Jul-21 As the U.S.-Iran war heats up again, these parts of the stock market and economy could be affected
Jul-20 Jamie Dimon says markets underestimate risks and he wouldn't buy stocks or Treasurys at current prices
Jul-20 Capital One bet big on Discover. Now it must prove the gamble was worth it
Jul-20 Coinbase trading results may fall short of expectations, according to prediction markets
Jul-20 China's car market heads for worst year since 2021 as sales plunge 20%
Jul-19 Kalshi adds 3 million new users as prediction market capitalizes on the World Cup
Jul-18 'WarshGPT': How Wall Street is adapting to the Fed's new era of communication
Jul-21 Trump Plans to Impose Tariffs on Generic Drugs
Jul-21 Trump Lifts Ban on Direct Flights to Lebanon
Jul-21 Houthi Blockade Could Worsen an Already Fragile Oil Market
Jul-21 Review Says Gates Foundation Did Not Participate in Epstein Crimes
Jul-21 Oil Buyers Battered by the Iran War Energy Crisis Race to Build Buffers
Jul-21 Trump Is Squeezing Canada. Don’t Expect Carney to Roll Over.
Jul-21 Will the U.S. and China Build Walls Around A.I.?
Jul-21 Why States Are Making It Harder to Save Money With Solar Panels
Jul-20 Trump to Impose 50% Tariff on Many Canadian Goods
Jul-20 Andy Burnham, New UK Prime Minister, Names John Healey As Top Finance Official
Jul-21 Think this stock market is in a bubble? These earnings numbers say otherwise.
Jul-21 Super Micro’s stock soars as its margins unexpectedly double
Jul-21 Why energy stocks still look so cheap, even after their big rally this month
Jul-21 Why Micron and other chip stocks are bouncing back so strongly
Jul-21 Dow, S&P 500 and Nasdaq snap 3-day losing streaks as chip stocks rebound
Jul-21 An oil lifeline is under threat. Markets haven't priced in the growing crisis.
Jul-21 Nasdaq leading market’s gains in final hour as semiconductor stocks rally — live
Jul-21 Trump looks set to roll out a new set of tariffs. Will markets care?
Jul-21 Ford recalls nearly 388,000 vehicles over second-row seat injury hazard
Jul-21 Cracker Barrel sells Maple Street Biscuit Company, closes 16 locations
Jul-21 Larry McDonald: This is giving Mag 7 stocks a little bit of a rally
Jul-21 Castelion CEO details mission to deliver a 'very affordable' hypersonic weapon
Jul-21 Transportation sector a 'great sign' economy is doing well: Howard Capital Management CEO
Jul-21 I'm 'optimistic' that Warsh will be a better Fed chair than Powell: Jeffrey Gundlach
Jul-21 LARRY KUDLOW: For Republicans, where’s the big bang tax and spending pro-growth budget package?
Jul-21 Anduril, Archer Aviation unveil hybrid-electric VTOL for defense and commercial use
Jul-21 AI hiring chief reveals the No. 1 trait employers want from job seekers
Jul-21 Graduate reveals 'most important thing' for college students seeking jobs in AI world
Jul-21 Supermicro stock jumps amid record $60 billion backlog
Jul-21 Super Micro rallies after Q4 orders top $60 billion
Jul-21 Stocks jump as chip trade lifts markets
Jul-21 GM lifts guidance after Q2 earnings beat
Jul-20 Trump threatens new 50% tariffs on Canadian goods
Jul-20 Judge pauses Paramount-Warner Bros. merger
Jul-20 Trump's temporary global tariffs are set to expire this Friday
Jul-20 US stocks climb as chip stocks rise in wait for Big Tech earnings
Jul-19 Big Tech earnings will test Wall Street's big rotation
Jul-18 Foreclosures hit highest level since 2019, bargain hunters take notice

Blogs
Jul-21 Tuesday links: effective marketing
Jul-21 Research links: overestimating success
Jul-20 Monday links: capable models
Jul-20 Adviser links: fee conversations
Jul-19 Sunday links: market shock waves
Jul-19 Top clicks this week on Abnormal Returns
Jul-18 Saturday links: protecting expensive ideas
Jul-17 Friday links: volatility clusters
Jul-16 Thursday links: the need for regulation
Jul-16 Longform links: detecting AI errors
Jul-21 Small Caps Challenge Momentum Factor’s Throne
Jul-20 Diversified Portfolios Show Resilience Amid Escalating Iran War
Jul-18 Book Bits: 18 July 2026
Jul-17 US Q2 GDP Growth Expected Near Q1’s Increase
Jul-16 Cooler June Inflation Clashes with Fresh Middle East Risk
Jul-15 June’s Drop in the Yield Premium Faces a Gulf‑Driven Reality Check
Jul-14 The US Expansion Continues, but Its Foundations Are Uneven
Jul-13 Gulf’s Gray‑Zone Conflict Is Becoming a Market Stress Test
Jul-11 Book Bits: 11 July 2026
Jul-10 Markets Grapple With Inflation Risk as Gulf Tensions Rise
Jul-21 The Failure Gap
Jul-21 10 Tuesday AM Reads
Jul-20 Transcript: Jason Wenk, Altruist founder and CEO
Jul-20 10 Monday AM Reads
Jul-19 10 Sunday Reads
Jul-18 MiB: Jason Wenk, Altruist founder and CEO
Jul-18 10 Weekend Reads
Jul-17 Overvalued, Bubble, or Revolution?
Jul-17 10 Friday AM Reads
Jul-16 Summer Reading List
Jul-21 Helium to the Moon!
Jul-21 Canada Smokes the U.S.
Jul-20 Energy Crisis: Phase II
Jul-17 He Bought the Tippy-Top
Jul-16 How We Can Win vs. China
Jul-16 The Consequence Gap
Jul-15 The Entropy Trap
Jul-14 The “Re-Mining” Revolution
Jul-14 Three Takeaways from the Rule Investment Symposium
Jul-13 Gold Lessons from the 1970s
Jul-20 Who’s Afraid of Chinese Models?
Jul-07 A Script for Mark Zuckerberg
Jun-15 Anthropic’s Safety Superpower
Jun-09 The iPhone’s Last Stand
May-27 The SpaceX IPO and Data Centers in Space
May-05 Amazon's Durability
Apr-21 Tim Cook's Impeccable Timing
Nov-05 The Benefits of Bubbles
Jul-21 Moonshot AI Raises Red Flags In The AI Industry
Jul-20 The Deficit Spending Problem With A Non-Political Fix
Jul-20 Why Retail Traders Consistently Underperform Over Time
Jul-18 Momentum Meltdown Catches Traders By Surprise
Jul-17 Inflation Will Be A Thing Of The Past- Kevin Warsh
Jul-17 Home Affordability: Better Than Headlines Suggest
Jul-16 Why Are BDCs Ignoring Junk Bonds?
Jul-15 IBM Stunned Investors: Reveals Industry Capex Reprioritization
Jul-15 Headwinds And Tailwinds: Minding The Market Weather
Jul-14 The KOSPI Bubble
Jul-21 Spain's World Cup Hero Rocks 'Make Spain Great Again' Hat
Jul-21 'Birthright Senatorship'? - Graham's Sister Announces Bid For Full Term As Mace Opts Out
Jul-21 Data Centers Were Responsible For 46% Of PJM's Last Four Capacity Auction Costs
Jul-21 CIA Distances Itself From Trump's Iran War With Media Leak
Jul-21 DOJ Probing Harvard Over Financial Aid Programs Linked To China-Based Sources
Jul-21 Oklo, X-Energy Join $200 Million Federal Nuclear Push For AI: Bloomberg
Jul-21 India Keeps Buying Russian Oil At Near-Record Pace Despite Expired Waiver
Jul-21 Ukraine's Army Chief Latest To Fall Victim To Zelensky's Risky Reshuffle
Jul-21 Thousands Of Noncitizens Registered To Vote In New Jersey, Governor Admits
Jul-21 'I See Dead People': Treasury Blocks $99 Million In Federal Payments To Deceased Americans
Jul-15 Key Ideas From Trading Psychology 3.0
Jul-07 Lessons From Ayn Rand And Objectivism
Jun-29 Key Insights From The Latest Market Wizards
Jun-22 Unique Applications of Psychology to Markets
Jun-15 What We Can Learn From The Market Wizards
Jun-08 Best Practices In Trading: Getting To The Next Level
Jun-01 Emotions Traders Don't Talk About
May-24 Lessons From The Next Book
May-17 Questioning Our Assumptions
Sep-13 BRETT STEENBARGER'S TRADING PSYCHOLOGY RESOURCE CENTER
Jul-19 Brokerage 2.0 - Alpaca Monster Capital Raise, Tokenization and The Stocktwits Idea Machine and Time Machine
Jul-12 Where Are We In AI Boom? How About The GLP1 Boom? And Apple Wins Again
Jul-08 Social Relative Strength - My Favorite Indicator Spotting Future Ten Baggers in The Stock Market - Only On Stocktwits
Jul-06 Momentum Monday - Apple Raises Prices and Memory RAMageddon Is Upon Us...
Jul-05 Brokerage 2.0 Is Here...The Opportunity and TAM is Ginormous
Jun-30 Momentum Monday - The Bull Market Now Includes Biotechs, Healthcare and Financials, Not Just AI and Semiconductors
Jun-28 Memory Wars and Perp Wars...Inflation and Deflation In The Degenerate Economy.... and Speculation Is a Gateway Drug to Investing
Jun-26 Om Malik, 1966 to 2026
Jun-23 Momentum Monday - Unconditional Surrender
Jun-21 My MOU with Semiconductors and AI...Don't Be A Hog
Jul-21 Trump, expertise, the Iran war, and the unitary executive
Jul-21 Quote of the day
Jul-21 Trump and expertise
Jul-21 How much has Gasoline Prices Increased and Why. Explained in a Simple Manner . . .
Jul-20 Manufacturing Sector
Jul-20 President Photobomber
Jul-20 Congressional Republicans are shrinking ACA enrollment in nearly every state
Jul-20 Trump’s silly post on Canadian wildfires
Jul-20 New Deal democrats Weekly Indicators July 13 -July 17
Jul-19 Court blocks USPS from implementing Trump’s anti-mail voting order
Jul-21 Biogen And The Limitation Of The Tau Approach To Alzheimer's Disease
Jul-21 Synchrony Financial: Card Holders Are Still Buying - So Should Stock Investors
Jul-21 SCHD: How Its Dividend Raises Fit Into A 4% Traditional Distribution Portfolio
Jul-21 Alphabet: Google Earnings & Gemini 3.5 Pro Delay
Jul-21 Boeing: Strong Delivery Momentum
Jul-21 Venture Global: Full LNG-Steam Ahead
Jul-21 ORIC Pharmaceuticals: Royalty-Free Phase 3 Economics Strengthen The Bull Case
Jul-21 Fiverr International: Worth A Shot With So Much Bad News Already Factored In
Jul-21 Aehr Test Systems: The Valuation Leaves Little Room For Error
Jul-21 Zeta Global: The Palantir Deal Should Accelerate Their Forward Growth
Jul-19 Markets Drifting Lower
Jul-15 Bitcoin Breaks Through 50-day MA
Jul-12 Pattern Breakouts in S&P and Nasdaq, as Bitcoin on Buy Signal
Jul-08 Indices Broaden Into Trading Ranges
Jun-30 S&P and Nasdaq Posts Gains To Maintain Consolidation
Jun-28 S&P Joins Nasdaq With Net Bearish Technicals
Jun-24 Sellers Appear As Support Comes Under Pressure
Jun-22 Russell 2000 Fresh Breakout
Jun-18 Bitcoin Continues To Lose Ground As Indices Stapilize
Jun-16 Tweezer Top In Equal Weight S&P - Double Top Semiconductors
Jan-12 This is the End and a New Beginning
Jan-11 Sunday Night Futures
Jan-11 Hotels: Occupancy Rate Increased 4.4% Year-over-year
Jan-10 Real Estate Newsletter Articles this Week:Housing Starts Decreased to 1.246 million Annual Rate
Jan-10 Schedule for Week of January 11, 2026
Jan-09 The "Home ATM" Mostly Closed in Q3
Jan-09 Fed's Flow of Funds: Household Net Worth Increased $6.1 Trillion in Q3
Jan-09 Newsletter: Housing Starts Decreased to 1.246 million Annual Rate in October
Jan-09 Housing Starts Decreased to 1.246 million Annual Rate in October
Jan-09 Comments on December Employment Report
Jul-21 Israel Gives Trump Marching Orders to Escalate the War. What’ll the Puppet Do?
Jul-21 How Quickly Could Mitch McConnell Be Replaced by a New Senator?
Jul-20 Trump Goes Bat-Sheet Crazy with 50 Percent Tariffs on Canada
Jul-20 The Odds of Congress Passing Another Reconciliation Bill Are Sinking Fast
Jul-20 Iran War Mediators Push for New Ceasefire. It’s Nearly 100 Percent on Trump
Jul-20 In Praise of Senators McConnell and Tillis Last Brave Act for America
Jul-19 Trump Defends the Iran War, Another US Death, Trump Says It’s a Shame
Jul-19 Hello America, the Price of Gasoline Tops $4.00 Tomorrow
Jul-19 Senator Lisa Murkowski’s Rock Solid Reason to Vote Against the SAVE Act
Jul-18 Trump’s Foolish Escalation in Iran Results in Two More Dead U.S. Troops
Jul-17 🍿 Netflix: The Battle for Attention
Jul-14 🏦 Banking on Volatility
Jul-10 🏴‍☠️ Can Ubisoft Turn it Around?
Jul-07 🧠 SK Hynix Bets AI Broke the Cycle
Jul-03 🦚 Comcast: The Great Unbundling
Jul-01 📊 Earnings Visuals (6/2026)
Jun-30 🧠 Cerebras: Demand Is Not the Problem
May-30 📊 PRO: This Week in Visuals
Jul-21 The Geopolitics of Open Weights
Jul-17 TSMC 2Q'26: Stratospheric Margins Amidst the AI Super Cycle
Jul-16 ASML 2Q'26: Time to Flex Pricing Power
Jul-15 Airbnb’s Cost of Market Creation and Regulatory Survival
Jul-14 WhatsApp's New Era
Jul-13 Defending the Enterprise Castle from the Model Layer
Jul-12 What Makes Us Rich
Jul-11 Matan on Stitch Fix
Jul-10 Meta On the Offense!
Jul-09 The Salience of Data
Jul-17 Stock Analysis Compilation #138
Jul-10 Stock Analysis Compilation #137
Jul-08 35 new pitches found in hedge fund reports this week
Jul-03 Stock Analysis Compilation #136
Jun-24 50 new pitches found in hedge fund reports this week
Jun-19 Stock Analysis Compilation #135
Jun-17 50 pitches found in hedge fund reports this week
Jun-12 Stock Analysis Compilation #134
Jul-20 As Good As It Gets
Jul-13 Stealing Alpha
Jul-07 The Transcript 2Q26 Letter
Jun-29 Short Memory
Jun-22 A New Chapter
Jun-02 Catalyst Watch
Jul-19 Known worries and unknown unknowns 😬
Jul-13 A brief 9-point guide to how everything affects earnings 📋
Jul-12 Is it easier to become a stock picker in a stock picker's market?🕵
Jul-06 3 ways the U.S. stock market is and isn't like the rest of the world🌎
Jul-01 The first half of 2026 confirmed a valuable stock market lesson 🤔
Jun-29 Apple and Xbox are raising prices. Here's one thing you can do about it. 💻🎮
Jun-28 Burying your head in the sand works for some investors, but it's not the best advice 🫣
Jun-23 The hardest part of valuing a company 🔮🧮
Jun-21 I was on Bloomberg's Odd Lots podcast with writers who won't be replaced by machines 🎙️
Jun-14 Maybe it's time to rethink how the S&P 500 is constructed 🤯
Jul-21 📚 Guide to Covered Call ETFs For Income
Jul-17 🚀 Adding a New Position to the Dividend Growth Portfolio!
Jul-11 💰High Yield Stocks With Sustainable Dividends
Jul-08 🚩 These “Safe” Dividend Stocks May Not Be So Safe...
Jul-03 🏆 List of Undervalued Dividend Stocks (July '26)
Jun-30 🇪🇺 The Top 30 European Dividend Stocks!
Jun-26 🏰 Should You Buy Morningstar's Top 10 Dividend Stocks?
Jun-24 💵 How to Analyze Free Cash Flow (Masterclass)
Jun-19 👑 This Option Income ETF is Different!
May-12 🧾 List of Most Upside Dividend Stocks
Jul-09 What 22 Investment Post-Mortems Taught Me
Jul-02 10-Minute Investment Autopsy No. 22: DXC Technology (DXC)
Jun-29 How a 100+ Bagger Went Bankrupt: The Story of Sleep Number
Jun-25 10-Minute Investment Autopsy No. 21: Hain Celestial (HAIN)
Jun-18 10-Minute Investment Autopsy No. 20: Sleep Number (SNBR)
Jun-17 AI for Serious Investors #3: Company Overview Deck Claude Skill
Jun-11 10-Minute Investment Autopsy No. 19: Lexmark (LXK)
Jun-10 The 7 Questions That Changed My Investing
Jun-04 10-Minute Investment Autopsy No. 18: Sprint (S)
Jun-02 AI for Serious Investors #2: Three Skills That Will Improve Your Research
Jul-21 July 2026 (Premium) Update
Jul-20 $PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
Jul-16 Would I have been the patsy at $QVCPQ? $QVCAQ
Jul-14 $CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
Jul-09 Corporate dark arts: the strangest 8-K I've ever seen $DMRC
Jul-07 Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital
Jul-07 The market is pricing $MSTR distress everywhere... except the stock
Jul-06 Is insider buying a signal if the insiders are always wrong? $LILAK
Jul-02 Four trades that could look obvious in hindsight
Jul-01 $VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
Jul-19 Weekly S&P500 ChartStorm - 19 July 2026
Jul-12 Weekly S&P500 ChartStorm - 12 July 2026
Jul-09 Chart of the Week - Bubble Watch
Jul-05 Weekly S&P500 ChartStorm - 5 July 2026
Jul-03 Chart of the Week - Big Moves in Small Caps
Jul-01 10 Charts to Watch in 2026 [Half-Time Update]
Jun-28 Weekly S&P500 ChartStorm - 28 June 2026
Jun-23 Chart of the Week - Margin Debt Alert
Jun-21 Weekly S&P500 ChartStorm - 21 June 2026
Jun-17 Chart of the Week - The Bigs and the Big Nots
Jun-24 Goodbye, for now
Jun-23 When stock selection matters most
Jun-22 We love simple rules of thumb, but they can mislead us
Jun-18 The Fed's new frontier under Kevin Warsh
Jun-17 Fundamentals tell me what to buy. Technicals help me decide when.
Jun-16 Central bank policy beginning to diverge
Jun-10 The SpaceX IPO isn't even the main story
Jun-09 Stocks wobble after historic rally
Jun-03 What will matter most for markets in the second half?
Jun-02 May: month in review
Jul-17 Too Big to Succeed
Jul-10 Options for Everyone
Jul-03 Stretch Marks
Jun-26 Duffy’s Last Dance
Jun-19 The Transfer Market
Jun-12 Jules Rimet Still Gleaming
Jun-05 When the Ducks are Quacking
May-29 Strategy Follows Structure
May-22 Griffin’s Doors
May-15 The Future of IR
Jul-21 Hedge Fund Positioning Is Growing Increasingly Fragile
Jul-20 How Close Are We To A Cliff In Equities?
Jul-18 Weekend Intelligence Brief: The Depth Of Field
Jul-17 The Momentum Trade Unwind and Carry Trade Risks
Jul-16 My Market View and Positions Have Changed
Jul-16 Market Shift and Risks
Jul-15 The Re-Industrialization Of The USA Powerhouse
Jul-15 The Winner Take All AI Race Between The US and China
Jul-13 The American Exceptionalism Trade
Jul-10 SOFR, Interest Rate Volatility, and Macro Endgame
Jul-21 Meta’s Infrastructure Team Needs A Culture Reset
Jul-09 The Future of Meta Superintelligence: A 1 Year Progress Update
Jul-08 Anthropic 3Q26 Profit Over $1B: The Anthropic IPO Financials Sneak Peak
Jul-06 Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters
Jul-02 Meta Compute: Everyone Wants To Be A Cloud
Jul-02 EMIB-T Roadmap, Custom HBM, HBM4 Packaging Challenges, Microfluidic Cooling, Photonic Interconnects, and More
Jun-30 TokenBudgeting: Our Conversations with Enterprises on Token Spend
Jun-25 US Grid Constraints: Towards 40GW+ of Behind-The-Meter Datacenter by 2028?
Jun-23 China’s CXMT Is Set to Challenge DRAM Incumbents
Jun-18 Stop Saying Half of 2026 US Datacenter Capacity Is Canceled
Jul-19 The Bear Cave #335
Jul-16 Problems at DraftKings (DKNG) #4
Jul-12 The Bear Cave #334
Jul-05 The Bear Cave #333
Jul-02 Problems at StepStone ($STEP)
Jun-28 The Bear Cave #332
Jun-21 The Bear Cave #331
Jun-18 The Unjust Prosecution of Andrew Left (Part 2)
Jun-14 The Bear Cave #330
Jun-07 The Bear Cave #329
Jun-24 IN-DEPTH: What Unitree's Evolution Means For Robotics
May-19 Nvidia should buyback stock
Apr-15 Engels' Pause and the Permanent Underclass
Feb-16 Another Conversation with Val Bercovici Memory Markets
Jan-16 The Death of Software 2.0 (A Better Analogy!)
Jan-07 2026 AI & Semiconductor Outlook
Dec-17 Lessons from History: The Great Railroad Buildout
Nov-24 Market Volatility: Some Thoughts
Oct-28 Earnings Recap So Far (And Ideas)
Oct-27 Will Eatherton: How Cisco Plans to Compete in the AI Datacenter
Jul-21 If interest rates rise, do we have to worry about credit defaults?
Jul-21 Which news is incorporated slowly?
Jul-20 Guardian readers have fewer children
Jul-17 The failure gap
Jul-16 What’s in an odd number?
Jul-15 Jevons’ Paradox seems alive and well
Jul-14 Why NATO should ask Ukraine for help
Jul-14 Are Europeans finally becoming stock investors?
Jul-13 When regulation is good for business
Jul-10 There is never good news in Iran
May-03 America's Electricity Gap
Mar-05 Taiwan's Modern Miracle
Feb-21 The Supreme Court Ruled Against Trump's Tariffs. Now What?
Feb-10 America's $1T AI Gamble
Jan-20 The Economic Legacy of DOGE
Jan-11 The 'No Hire' Economy
Jan-06 America is Losing Blue Collar Jobs
Dec-02 America is Flying Blind on Immigration
Oct-19 California Keeps Losing Tech Jobs
Oct-05 The Tariff Exemption Behind the AI Boom
Jul-20 Everything You Need to Know About Kimi K3, the Latest Model From China to Shake Up AI
Jul-17 AI Model Prices Are Falling At The Worst Moment For The U.S. Frontier Labs
Jul-13 Apple’s lawsuit against OpenAI makes serious claims. Will they matter?
Jul-10 OpenAI's Plans For Its New ChatGPT Superpp
Jul-09 Meta’s Path To AI Relevance, According To Meta CTO Andrew Bosworth
Jul-06 Automation Makes The World Cup Worse. But We Can’t Help Ourselves, Can We?
Jul-02 The United States’ OpenAI Equity Stake, Meta The Neocloud, Karp’s Attack
Jun-30 Heavy AI Adoption Linked To More Hiring, Not Layoffs, New Data Shows
Jun-26 AI Budget Increases, Fable’s Potential, AI’s Cyber Frontier: Takeaways From Big Technology’s AI Summit
Jun-19 Greg Brockman On OpenAI’s Plan To Win: Compute Rules All
Jul-18 Land of the Waning Sun
Jul-14 Artificial Bloom
Jul-10 Sources and Methods
Jul-07 Blue Chips
Jul-03 Treatment Resistant
Jun-30 Peak “Not Oil”
Jun-25 Fused Objectives
Jun-22 Sacred Cow
Jun-18 Stealth Financial Repression
Jun-16 Flex Capacitor
Jul-20 U.S. Inflation Is Not Really Slowing
Jun-23 The Win-Win Solution to "China Shock 2.0"
Jun-17 The Case for Higher U.S. Rates
Jun-03 Yes, Living Standards Have Grown Slower in Northwest Europe than in the U.S.
May-15 Russia's Underwhelming Oil Revenue Windfall
May-13 The U.S. Job Market is (Still) Inflationary
May-01 The Growth Impulse from the Data Center Boom
Apr-17 "Look Through" the Hormuz Shock if You Want. U.S. Inflation is Still Running Hot.
Apr-05 Is U.S. Wage Growth Slowing Or Not?
Mar-27 Russia's Iran War Windfall in Perspective
Nov-14 Money, Credit, Trust, and FTX
Aug-22 Hand-Crafted Artisanal Liquidity Provision
Aug-01 Understanding Jane Street
Feb-11 The Factorio Mindset
May-07 Stripe and Solid-State Economics
Jun-25 Adobe Business History
May-30 Constellation Software: 1Q26 Business Recap
May-26 Adobe Deep Dive
May-04 Adobe Expert Insight Interview (No Paywall)
Apr-30 Meta: 1Q26 Business Update
Mar-13 Billionaire Square (Block) Cofounder Jim McKelvey on The Synopsis Podcast
Feb-21 Copart: 2Q26 Business Recap
Feb-19 Shift4 Company Podcast Episode Released!
Feb-14 Airbnb 4Q25: Business Update
Jul-17 Oil Context Weekly (W29)
Jul-14 OPEC+ Data Deck (July 2026)
Jul-10 Oil Context Weekly (W28)
Jul-09 Context Call: July 2026 (Video)
Jul-09 [FREE] Is Big Oil ‘Price Gouging’?
Jul-08 North American Oil Data Deck (July 2026)
Jul-07 REMINDER: Context Call Tomorrow
Jul-03 Oil Context Weekly (W27)
Jul-02 Getting Our Bearings Strait
Jun-26 Oil Context Weekly (W26)
Jul-18 Atlassian $TEAM – SaaS-pocalyspe in Overdrive
Jul-16 To Our Long-Term Partners
Jul-10 Computer Modelling Group $CMG – Dirt, Data, and Roper
Jul-04 TGIM. Thank God It's Monday.com
Jul-01 26Q2. 8 High-Conviction Buys & Private Deal Status
Jun-26 Aurora Spine ($ASG) Engineering the Re-Rating
Jun-24 SpaceX $SPCX The New Index Fund
Jun-22 Men in Black(line)
Jun-17 A Fund Manager’s Guide to Field Research
Jun-13 German Toll Bridge
Jul-18 🔮 Kimi’s positive impact. Why are solar costs going up? AI & copyright ++ #593
Jul-12 🔮 AI & the great unglobalization
Jul-05 🔮 Exponential View #591: Never skilling; tricking OpenClaw; screwworm & progress; synth cells, tungsten & AI superforecasters++
Jun-27 🔮 Fifty years of Moore’s Law wasn’t fast enough for AI #580
Jun-25 🔮 The state of the AI economy
Jun-20 🔮 Product eats the AI company; the bitter lesson prevails; Fable 5 as CEO, undersea diplomacy & jellyfish sleep++ #579
Jun-15 📈 Data to start your week
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