Here’s a preview of what we’ll cover this week:  Macro: Iran conflict; Are We Transitioning to an Inflationary Regime?; Trump, Iran And Uranium; Solving Cem’s Puzzle; The Low-Income Consumer Signal Markets: Dislocated Quality; What Dictates Asset...

Here’s a preview of what we’ll cover this week:  Macro: AI Will Make Human Labor More Valuable Markets: Why Bubbles Are Inevitable; The Way to Make Money 1H 2026?; GPUs Are Still In Demand; Private Credit and OpenAI; AI vs. Software; TransUnion: Quality at...

Here’s a preview of what we’ll cover this week:  Macro: Costco Seconds A Healthy Economy Markets: Strategic vs. Tactical; Time To Leave Oilfield Services; No One Left To Sell; Cheap, Cash-Generative, Ignored; Oil and The Geopolitical Spike; THE...

Here’s a preview of what we’ll cover this week:  Macro: How’s The Economy? Markets: The AI Apocalypse Trade; Morningstar: The AI Fear Is Wrong Here; Nvidia And Datacenters; Druckenmiller Is Non-consensus; The Two Most Important Charts Lumida...

Here’s a preview of what we’ll cover this week:  Macro: Walmart Stays Constructive On Economy; Trump Wants Tariffs Markets: Midterm Risk; Software Is Value?; Antero Resources: The Energy Play; CLAUDE: Sovereign AI Is Here; Robinhood Ventures Lumida...

Here’s a preview of what we’ll cover this week:  Macro: How’s The Economy? Markets: There Were Signs; The AI Apocalypse Trade; Hubspot Earnings; Investors Are Positioning For Cash; More Trouble For OpenAI; WSJ is the contrarian Indicator; The Bubble...

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;...