Dec 8, 2025
Big Tech is about to erase AI pricing power.
Dec 7, 2025
Markets Hold Their Breath Ahead of the Fed as Breadth Improves and Commodities Soar
Dec 5, 2025
The Hidden Accumulation That Proves Geopolitical Ambition Cannot Defeat Commercial Necessity.
Dec 4, 2025
Why the Maturation of an Industry Requires Trading Hype for Return on Investment.
Dec 3, 2025
Why Vertical Integration and AI-Driven Specialization Have Re-Rated the Telehealth Business Model.
Dec 2, 2025
Why the 287x P/E is justified by the NPV of a future AI monopoly.
The derivative market ate itself on Sunday night only to reveal a deeper, more resilient layer of structural institutional conviction.
Dec 1, 2025
ASML’s tools don’t just make chips—they determine how fast AI can grow.
Nov 30, 2025
Thanksgiving Miracle: Fed Doves Get Their Wings and Send Markets Soaring.
Nov 29, 2025
Growth is hitting the edges of what the physical world can actually supply.