Archive

Digging Into Burry's Next 'Big Short'

Aside from accountants, most folks typically wouldn't care about these numbers...

• AMZN
• GOOGL
• META
• MSFT
• NVDA
• ORCL
• PLTR

PE Is Finally Letting Go

We've said it before, but it bears repeating... This doesn't happen in a weak economy...

• BX
• CG

The Quiet AI Play That's Beating Big Tech

This isn't the trend of an e-commerce giant that's making moves in AI...

• AMZN
• EBAY
• MSFT

Even the Best Airlines Don't Look Great

It's getting harder for even the best airlines to stay in the black...

• DAL
• LUV
• SNCY
• UAL
• ULCC

How to Trade Like a Congressman

This isn't a partisan issue... Nor is it limited to a few lucky guesses...

• GOP
• NANC

The Private-Credit Canary Says It's Time to Run

The layers of risk in private credit are just starting to unfold...

• JEF

You're Missing the Real GLP-1 Story

This reaction just doesn't make sense... considering today's pricing strategy is nothing new...

• NVO

Get Ready for the Digital Ad Revolution

This may be the biggest leap in advertising since the dawn of television...

• APP

Bootleg Liquor and a Warning for Investors

This is more than just an entertaining tale from the Roaring '20s...

Germany's Nuclear Mistake (And What We've Learned)

For the first time in decades, there simply isn't enough power...