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I serve up bite-size insights on the ever-changing world of financial markets. Get ready to stay ahead with concise and powerful analysis delivered straight to your inbox.

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Latest Issues

S&P 500 Hits New Highs. Bull or Bear?

AI and semiconductor stocks spent the last two months in a drawdown. Yet in August, the S&P 500 found its way right back to new highs.

In fact, the index itself barely budged, just 5.5% peak to trough over June and July. The selldown was c...

47 hours ago
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Will EVs Kill Ferrari?

Enzo Ferrari famously said, “Ferrari will always deliver one car less than the market demand.”

Enzo Ferrari famously said, “Ferrari will always deliver one car less than the market demand.”

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Cybersecurity stocks had a wild year. Not as violent as the AI trade, but wild enough.

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We Liked Zoetis at $165. It's $77 Now, and Michael Burry Just Bought More.

When we first looked at Zoetis (ZTS) in January 2023, it was trading around $165.

When we first looked at Zoetis (ZTS) in January 2023, it was trading around $165. It was a reasonable price. Zoetis was an animal-health monopoly, compoundin...

13 days ago
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Right About AI, Wrong About Leverage.

Two months ago I wrote about Leopold Aschenbrenner and his hedge fund Situational Awareness LP, and I ended with this.

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  • Alvin Chow

    Co-founder Dr Wealth. Serving market insights one bit at a time.

  • Finbite Insights

    Bite sized insights, delivered daily \ud83d\udc47\ud83d\udc47

  • Dr Wealth

    We believe that investing is a skill that provides returns, for life. Our mission is to provide trusted financial education to individuals, so that you can confidently invest and live your best life.

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