Archive

How to Find the Next Talking Lizard

When you can win attention, you can win business...

• BRK-B

Waiting for a Signal

Investors are trying to guess how central banks will react to the oil shock...

The Hard Truth About Private Credit

The risk in one key sector runs far deeper than most folks realize...

• APO
• ARES
• BLK
• GBDC
• OWL
• TSLX

AI Could Be the End of Amazon

Recent outages are setting up an opportunity for competitors to chip away at Amazon's most important business...

• AMZN
• GOOGL
• MSFT

Oil Is Pricey – But It's Not Time to Panic

The market is preparing for the worst amid rising oil prices...

An AI Assistant for the Price of Dinner

Autonomous AI assistants could unlock a new wave of demand for low-cost computers...

• RPI.L

Invest Like Buffett Did

We have a deep respect for Buffett's belief in the power of this strategy...

How to Monetize the Next Ad Land Grab

ChatGPT is opening up a brand-new patch of digital real estate... and a massive race to monetize it...

• APP
• CRTO
• GOOGL

The Pair Trade That Simplifies the AI Puzzle

Investors could potentially profit from the imbalance between AI-proof and AI-vulnerable stocks...

• ACN
• CRM
• DOCU
• DUOL
• GS
• MNDY
• MSFT
• NET
• ORCL
• PANW

Data-Center Demand Was Bad Enough

These trends are all compounding how fast energy demand is set to rise...

• AMZN
• GOOGL
• META
• MSFT
• MTZ