Here’s a preview of what we’ll cover this week:  Markets: Zoom Out; Growth To Value Continues; The Bubble In Venture Capital; Databricks Wants To IPO; GS: Software Is The New Newspaper; How Does OpenAI Compete With Google?; 2026: The Trough For Managed...

Here’s a preview of what we’ll cover this week:  Macro: Powell Agrees To An Expanding Economy; Weaker Dollar Is A Markets’ Tailwind Markets: Meta: Non-Consensus Alpha; Microsoft Was Misunderstood; Amazon: A White Knight For OpenAI?; Winner of CapEx...

Here’s a preview of what we’ll cover this week:  Macro: Accelerating Growth and Labor Resilience; The Reality Behind Slowing Wage Growth; Shifting Away From The US; DAVOS: REALPOLITIK IS BACK Markets: Software Is The New Restaurants; The Gains Were Due...

Here’s a preview of what we’ll cover this week:  Macro: The Economy Is Resilient; The Consumer Is Strong; Corporate Confidence is Solid; AI Is Becoming A Real Efficiency Engine Markets: GPUs Aren’t iPhones; The Attention Asset With A Solid Story;...

Here’s a preview of what we’ll cover this week:  Macro: Fed Rate-Cut Remorse Is Creeping In; Did Rate Cuts Affect the Labor Market?; Did Rate Cuts Affect the Labor Market?; Did Rate Cuts Affect the Labor Market? Markets: TechnipFLP – The Upstream...

Here’s a preview of what we’ll cover this week:  Macro: The Misconception Around Labor Market Markets: Lumida’s 2026 Stock Picks; Is Goldilocks Priced In? Digital Assets: Stablecoins Aren’t Eating Banks—Yet Lumida Curations: The Mag 7’s Grip Is...

Here’s a preview of what we’ll cover this week:  Macro: Economy Is Strong Heading Into 2026; Productivity Is The Missing Variable Markets: Why did Nvidia buy Groq?; Bullish On Markets; The Bubble In OpenAI’s 70% Gross Margins; Coupang Call Paid...

Here’s a preview of what we’ll cover this week:  Macro: US Economy Stays Steady; Labor Market Is Cooling; Is Automation Replacing Workers? Markets: Everyone Is In Markets; Exploiting the Low-Beta Anomaly; Cruise Line Names Shined This Week; Coupang-...

Here’s a preview of what we’ll cover this week:  Macro: US Economy Stays Steady; Labor Market Is Cooling; Is Automation Replacing Workers? Markets: Everyone Is In Markets; Exploiting the Low-Beta Anomaly; Cruise Line Names Shined This Week; Coupang-...

Here’s a preview of what we’ll cover this week:  Macro: Fed’s Bullish On The Economy; Watch the Long End Markets: Still a Bull Market; Time For Mainstream Ideas; The Ignored Value; Out Of Semis Into Software; Google Is Expanding; Disney And OpenAI...