
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.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 822 | Founded | 3 years ago | Last Issue | 47 hours ago |
| Active | |||||

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...
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.”
Cybersecurity stocks had a wild year.
Cybersecurity stocks had a wild year. Not as violent as the AI trade, but wild enough.
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...
Two months ago I wrote about Leopold Aschenbrenner and his hedge fund Situational Awareness LP, and I ended with this.
“Aschenbrenner may be one. Or he could just be another Cathie Wood who rode the trend at the right time. Either way, t...
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The writers behind this newsletter.
Co-founder Dr Wealth. Serving market insights one bit at a time.
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