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5 Mental Models to improve your investing
Go beyond the numbers, thinking clearly is a massive asset in the markets.
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NVIDIA's Winning Edge
Exploring the Semiconductor Landscape and NVIDIA's Pivotal Influence
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Small enough to fail - the story of the SVB collapse
How could one of the largest banks in the U.S. collapse over the course of two days? Why did it happen so fast, and why did so few people see it coming?
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We need to talk about Sam
Sam Altman was fired from OpenAI in a Game of Thrones style coup, Microsoft was apparently blindsided, and in other news, we’re looking at Alibaba as a…
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We're bull Bitcoin, here's why
The possible entrance of a BTC ETF will have major consequences for the investing landscape, and OpenAI kills hundreds of startups on their dev day.
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Banks on shaky ground, but not as shaky as SBF
A bank the size of a lemonade stand collapses in Iowa, leading us to think about banking stability as a whole, and SBF is found guilty on all charges.
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Sentiment divorced from earnings
The consumer views of the economy are bleak, despite the economy being strong - Magnificent 7 reports last week was beat after beat.
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Crude, Code and Capital
Geopolitical unrest continues with no end in sight, Okta has another breach, and the market gets ready for major earnings releases.
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The Doji Gazette
The Doji Gazette
A newsletter covering breaking market news with interesting, independent takes. We aim to provide some of the most interesting and actionable analysis out there.
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