Journal
Dec 8, 2025
•
5 min read
Big Tech is about to erase AI pricing power.
Markets
+22
Dec 7, 2025
8 min read
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.
4 min read
The derivative market ate itself on Sunday night only to reveal a deeper, more resilient layer of structural institutional conviction.
Dec 1, 2025
6 min read
ASML’s tools don’t just make chips—they determine how fast AI can grow.
Nov 30, 2025
9 min read
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.
Nov 28, 2025
7 min read
The AI boom is accelerating, but the financing behind it is starting to buckle.
Nov 25, 2025
The real shift isn’t about performance — it’s about who keeps the margins.
Nov 23, 2025
Earnings Outperformed — Sentiment Didn’t
Nov 20, 2025
How one massive AI contract pushed Oracle from winner to warning sign.
Nov 18, 2025
Why the market’s AI expectations are rising faster than the results behind them.
Nov 16, 2025
Rate Whiplash, Tech Pullback, and the Quiet Rotation Into Control
Nov 10, 2025
Michael Burry vs. the AI Darlings
Nov 9, 2025
Selective Strength: Markets Recalibrate as Tech Stumbles and Hard Assets Shine
Nov 7, 2025
Why Tesla's New Deal Isn't Just Justified — It's Underpriced
Nov 5, 2025
The risks digital assets are reintroducing — and the quiet strength of the legacy system they’re trying to escape
Nov 2, 2025
A Rate Cut, a Trade Deal, and a Market That Refused to Blink
Oct 31, 2025
Why the second-largest AI chipmaker is gaining from someone else’s dominance.
Oct 27, 2025
Reading the market through the ETFs defining growth, defense, and transition.
Oct 26, 2025
Earnings saved the week — but under the surface, cracks are forming.
Oct 23, 2025
3 min read
Three fundamentals separating real growth from speculation
