Here’s a preview of what we’ll cover this week:  Macro: Stocks & Valuations, Recession, Tariff Watch, Dr. Oz and Pharma Stocks Markets: Healthcare, Pharma, Nu Bank, Dividend stocks Digital Assets: Stablecoins AI: The timeline for human level AI...

Here’s a preview of what we’ll cover this week:  Macro: What Recession?, Median checking and savings deposit balances are up, How the Wealthy Avoid Paying Taxes Market: Market Stages Company Earnings: Energy Call: SHELL, NVIDIA Earnings AI: New Golden Era...

Here’s a preview of what we’ll cover this week:  Macro: S&P 6,000, IPO Market, Inflation Watch  Market: Post-Election Effect, China Semiconductors Company Earnings: Fertility Clinic Digital Assets: Crypto IPO Market is Coming? This Week’s...

Here’s a preview of what we’ll cover this week:  Macro: S&P Surge; Druckenmiller Comments Market: S&P Hits our 6,000 Prediciton; Animal Spirits Company Earnings: Big Tech Capex, CoreWeave’s IPO, App Loving AI: AI Hitting Limits...

Tesla Cyber Truck Due Diligence: My experience with Tesla cyber truck and FSD.  When you drive the car live, you discover ‘Panic Mode’ Our take on ASPI We are getting a lot of recognition on our ASPI call. Bill Gates small modular reactor play, TerraPower,...

Here’s a preview of what we’ll cover this week:  Macro: Healthcare Sector, Productivity Growth and AI, Year-End Positioning, Aging & Longevity, US 10-Year Yield, P/E Ratio Growth, Uber, GM, Sovereign AI AI: Agentic Reasoning Era, Amazon on AI and...

Here’s a preview of what we’ll cover this week:  Macro: US Consumer & Retail Sales, 30-Year Mortgage Rate Markets: Google and Amazon are going Nuclear  Company Earnings: ANF Momentum, Nvidia AI: Productivity & AI, AGI delay Digital Assets:...

Here’s a preview of what we’ll cover this week: Macro: Two-Year Bull Market Surge Markets: QXO, Shelter Inflation Company Earnings: Microsoft vs. Nvidia, Utilities, Tesla AI: AI Nobel Prize, AGI Timing Digital Assets: Bitcoin Turbulence Last week, Ram...

Here’s a preview of what we’ll cover this week: Macro: Non-Farm Payrolls Surge + Economic Surprise Index Markets: Uranium Quant Funds vs. China Company Earnings: CARS, HIMS, CELH AI: AI & Education, Open AI This week, Ram took the stage at the...

Macro: China? To Buy or Not to Buy? Markets: Meta, Elevance, QQQ. Is SaaS Dead? AI: Turmoil at OpenAI META Meta is at an all-time high after a successful demo for its roadmap on AI. Long-time readers will know that within Mag 7, our top holdings of...