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Category: Newsletters

The Attention Economy Gets a New Rulebook
Newsletters

The Attention Economy Gets a New Rulebook

August 27, 2026 Meta’s settlement mandates teen time limits. The real question is whether that template forces every platform to…

August 27, 2026
Shocking forecast for America
Newsletters

Shocking forecast for America

August 26, 2026 Bonus Content: SkyWest’s Cheap Multiple Hides a Harder Question Sponsored Three Nobel Prize Winners expose this once-in-a-generation…

August 27, 2026
DeepSeek’s Price Hike Complicates the Bear Case
Newsletters

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…

August 26, 2026
Legendary Investors Dumping Nvidia. AI Meltdown Next?
Newsletters

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…

August 26, 2026
Newsletters

Walmart Just Drew the Line

August 25, 2026 The consumer is not one thing. It is two things moving in opposite directions, and institutional investors…

August 25, 2026
How the Rich Retire
Newsletters

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…

August 25, 2026
Brent Fell When the List Went Public. That’s the Trade.
Newsletters

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…

August 25, 2026
A simpler approach to options trading
Newsletters

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…

August 24, 2026
Trade this between 9:30 and 10:45 am EST
Newsletters

Trade this between 9:30 and 10:45 am EST

August 23, 2026 Crypto Equities Just Had Their Best Week in Years Featured: Crypto Equities Just Had Their Best Week in…

August 23, 2026
The Secret Motive Hiding Inside Trump’s $250 Bill?
Newsletters

The Secret Motive Hiding Inside Trump’s $250 Bill?

August 22, 2026 S&P 500 Concentration Is the 2026 Risk Featured: S&P 500 Concentration Is the 2026 Risk Sponsored Dear Reader,…

August 22, 2026

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Recent Posts

  • AMD Lost 12% on Intel’s PC Warning. Its Real Business Isn’t PCs.
  • Amazon and Meta’s Bonds Are Saying What Stocks Aren’t
  • The solution to Nvidia’s tiny dividend
  • The AI infrastructure play Jeff Brown is prioritizing right now
  • Global Payments Is Worth $40 Billion to Private Equity. Public Investors Disagree.
  • SanDisk Beat Estimates, Guided Higher, and Split Its Stock. The Market Still Sold It.
  • Dr. Ron Paul issues important new warning

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