DeepSeek’s Price Hike Complicates the Bear Case
August 26, 2026 The cheap-forever argument just hit a capital plan. The real question is whether token deflation kills application…
Copy the Shape, Not the Name
Trump’s June filing reveals a defensive-compounder basket plus a bond rotation: a portfolio structure worth studying regardless of who owns it.
Legendary Investors Dumping Nvidia. AI Meltdown Next?
August 25, 2026 Legendary Investors Dumping Nvidia. Bonus Content: The Bond Market Has Already Voted on AVGO. Sept. 2 Is…
From $25B to $55B: Moderna’s Melanoma Math
The Phase 3 win validated the platform. Now the harder work begins: manufacturing every dose from scratch.
Chargeback Rates Are Now the Key Metric in HIMS
Visa monitoring makes Hims’ GLP-1 subscriptions legible from the outside.
How the Rich Retire
August 24, 2026 Featured: Kohl’s Wednesday Report Is a Balance-Sheet Test Sponsored Dear Reader, Mitt Romney turned $450,000 into as much…
What Nasdaq Multiples Don’t Price In
Taiwan’s record $35 billion defense budget puts a price on tail risk. The question is whether chip stocks reflect any of it.
Brent Fell When the List Went Public. That’s the Trade.
August 24, 2026 Brent Fell When the List Went Public. That’s the Trade. Operation Economic Outcast is now official. The…
Workday Reports Thursday. Deal Still Not Done.
Two catalysts, one expiry: pair Thursday’s results with the Silver Lake skew.
A simpler approach to options trading
August 24, 2026 Gold Miners Are Making Cash. The Market Hasn’t Priced It. Featured: Gold Miners Are Making Cash. The Market…