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| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||

The U.S. hegemon is corroding.
This isn’t a political statement; it’s a reality.
The world is being held hostage by a single waterway: the Strait of Hormuz.
Because of the sheer uncertainty, JPMorgan just gave up on forecasting oil price...
Classes will be taught on Nike’s recent failures.
It’s a highlight reel of poor decisions.
Because of them Nike’s stock is down around 80% from its high.
Source: Stock Analysis
This article isn’t about Nike...
In the great words of Mugatu:
That’s my take on Credo ($CRDO). Right now the consensus on Substack/Twitter is Credo a screaming opportunity.
Note: This one might not be as polished for the sake of getting it out.
And as I’ve said before,...
Smoke’em while you got’em.
Or whatever the equivalent is for nicotine pouches.
Lip’em while you got’em?
Either way.
In this post I’m quickly looking at the setup for why I bought Altria (MO), why I recently sold, and the price levels an...
They are noisy.
They are energy and water sucks.
And seemingly nobody wants one in their backyard.
I’m talking about data centers.
Yet, because AI is the chosen path for our future - or that’s what those at the tippy top are pushing – w...
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| Subscribers | Engagement | 75 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
Equity analyst previously covering global macro, tech, and commodities for long-only strategies. Former boutique CPA firm partner. Mostly focused on raising our two toddler boys. Not investment advice.
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