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Overview
YOUR FRIEND ON THE INSIDE.. Markets move fast. Narratives change even faster. I'm here to help you cut through the noise and stay on the right side of the story.
News
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The Beginning of the End
Once they see the demand for SpaceX shares, they're going to dump everything they have on us. Until we've had enough.
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The Concentration Bears Have Steered You Wrong
This consistently misguided argument against staying invested is looking dumber than ever
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There's something worse than recession and we're already in it.
Mamdani, Trump are just opposite expressions of the same problem
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The Most Extraordinary Companies in History
Meta, Microsoft and Alphabet grew revenues at an impossible rate this quarter
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