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Latest (5)

  • Bizarre Numbers (4) May 26, 2025
  • Weakening home buying May 23, 2025
  • Supply Chain – Walmart, Target, Lowe’s May 22, 2025
  • FAANG to MAG 7 May 21, 2025
  • Cheap not enough, change in management style is key May 20, 2025

Blog Posts

Bizarre Numbers (4)

FAANG to MAG 7

Equity risk premium?

Good stock is like iPhone

Beijing’s 1q25 consumption..

Oh bond market.. will real yield go higher?

Adding tariff on drugs is like killing people?

Tariff discussion is educational

On the other hand, tariff threat can be good?

Tencent x Ubisoft: a new model?

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