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| Title | Published |
|---|---|
Is This The Last Hurrah? - Weekly Blog # 945 A stark contrast exists in the current economic landscape, where a record-breaking SpaceX IPO coincided with historically low consumer sentiment and sluggish sales for non-AI companies. | 1 day ago |
Why SpaceX, Anthropic, And OpenAI IPOs Are A Red Flag For The Stock Market SpaceXâs $2T IPO could spark an AI mega-IPO wave, draining $200B+ in liquidity as valuations stretch. Click here to read my detailed analysis. | 1 day ago |
The S&P 500's Missing Giant: What Happens If The 6th-Largest Stock Stays Out A Full Year? SpaceX becomes the 6th largest global stock, but it will not join the S&P 500 until at least June 2027. Learn more about the market here. | 1 day ago |
Moats vs. moonshots: The Warren Buffett-Elon Musk style debate In 2018, Warren Buffett and Elon Musk indirectly debated a key question that persists for modern investors. | 3 days ago |
This 'Looney Tunes' Market Calls For Second-Order Thinking: Here Are My Thoughts | 3 days ago |
SpaceX Settles Bankers working the deal, led by Goldman Sachs and Morgan Stanley as the co-lead, priced SpaceX at $135/share last night, giving the company a market cap of roughly $1.77 trillion. | 4 days ago |
Buy 2 Value-Oriented Covered Call ETFs And Sleep Like A Baby Navigate todayâs volatile market with low-beta, value-focused covered call ETFs built for defense and durable yields. Click here to read about two high-yield picks. | 4 days ago |
Is This The Last Hurrah? - Weekly Blog # 945
A stark contrast exists in the current economic landscape, where a record-breaking SpaceX IPO coincided with historically low consumer sentiment and sluggish sales for non-AI companies.
Why SpaceX, Anthropic, And OpenAI IPOs Are A Red Flag For The Stock Market
SpaceXâs $2T IPO could spark an AI mega-IPO wave, draining $200B+ in liquidity as valuations stretch. Click here to read my detailed analysis.
The S&P 500's Missing Giant: What Happens If The 6th-Largest Stock Stays Out A Full Year?
SpaceX becomes the 6th largest global stock, but it will not join the S&P 500 until at least June 2027. Learn more about the market here.
Moats vs. moonshots: The Warren Buffett-Elon Musk style debate
In 2018, Warren Buffett and Elon Musk indirectly debated a key question that persists for modern investors.
This 'Looney Tunes' Market Calls For Second-Order Thinking: Here Are My Thoughts
SpaceX Settles
Bankers working the deal, led by Goldman Sachs and Morgan Stanley as the co-lead, priced SpaceX at $135/share last night, giving the company a market cap of roughly $1.77 trillion.
Buy 2 Value-Oriented Covered Call ETFs And Sleep Like A Baby
Navigate todayâs volatile market with low-beta, value-focused covered call ETFs built for defense and durable yields. Click here to read about two high-yield picks.