Archive

Dive into a collection of past posts and rediscover timeless content.

The Revisions Are Only Going One Direction

Aug 1, 2026

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2 min read

The Revisions Are Only Going One Direction

The Public Got The IPO. Insiders Get August Sixth

Jul 31, 2026

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2 min read

The Public Got The IPO. Insiders Get August Sixth

Meta Kept Two Cents Of Every Dollar It Earned Last Quarter

Jul 30, 2026

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2 min read

Meta Kept Two Cents Of Every Dollar It Earned Last Quarter

The Strait of Hormuz Stopped Being a Free Road

Jul 29, 2026

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2 min read

The Strait of Hormuz Stopped Being a Free Road

The End Of Fed Forward Guidance

Jul 28, 2026

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2 min read

The End Of Fed Forward Guidance

Nvidia's $250 Billion Bet On Its Own Customer

Jul 27, 2026

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2 min read

Nvidia's $250 Billion Bet On Its Own Customer

Congress Reaches For An AI Kill Switch

Jul 26, 2026

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2 min read

Congress Reaches For An AI Kill Switch

Two Dams, One River, and 36 Feet Left

Jul 25, 2026

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2 min read

Two Dams, One River, and 36 Feet Left

The Clock Ran Out On One Tariff Today

Jul 24, 2026

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3 min read

The Clock Ran Out On One Tariff Today

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