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A new framework making the rounds on Wall Street is HALO: Heavy Assets, Low Obsolescence. These are companies where the moat isn’t code. It’s physical reality.
We’re down to the wire. Tax Day hits next Wednesday, and if you haven’t filed yet, this is your last chance to put real money back in your pocket...
NASA just launched a crewed lunar mission for the first time in more than 50 years. At the same time, SpaceX confidentially filed for what could become the largest IPO in history.
The AI trade has moved in waves. Each wave has been driven by one physical constraint, and each time, the market has rewarded whoever controlled the choke point.
Inflation is rising and the labor market is cooling, but Fed Chair Powell insists this is not stagflation.
"When you see one cockroach, there are usually more..."
War between Israel, the U.S., and Iran has injected an all-new risk into global energy markets. The immediate concern is not Iran’s oil production itself...
“What if our AI bullishness continues to be right... and what if that’s actually bearish?”
A fresh round of 13Fs just dropped. These quarterly filings reveal how Wall Street whales shuffled billions of dollars last quarter..
Software, insurance brokers, financial advisors... Who's next?
Until recently, AI was sold as a copilot. A helper that made employees faster. You still needed the human. You still needed the software seat. That framing just broke.
Four earnings reports, two grades each, and one contrarian "A"
