Apr 8, 2026
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15 min read
RIP: software multiples and the idea this rally would be subtle
Apr 7, 2026
13 min read
RIP: quiet war nights and normal oil moves
Apr 6, 2026
RIP: the strait, the skunk at the party, and Tesla's Q1 delivery numbers
Apr 4, 2026
7 min read
Our updated list of the market's top stocks.
Apr 2, 2026
RIP: Tesla delivery dreams and easy liquidity
Apr 1, 2026
14 min read
Let that sink in
Mar 31, 2026
RIP: consumer margins, tariff calm, and anyone short semis
Mar 30, 2026
RIP: rate hike fears, Robinhood's SpaceX dreams, and the semiconductor bull case
Mar 29, 2026
12 min read
Mar 28, 2026
Mar 27, 2026
RIP: Bitcoin's resilience, ARM's victory lap, and the bull case for leisure travel
Mar 26, 2026
RIP: chip bulls and easy hardware demand math