Broker Bubbles & Internet Re-Wires
On Political Trading & Philosophical Investing
Fed Fog & The New Geopolitical Tape
Poker Chip Wisdom & Small Cap Extinction
A Reminder on Growth Stocks & a Look at Institutional AI
Dangerous Tops & Optimistic Upsides
The Unstable Genius of China & The Genius Play of Stablecoins
The Science on Zero Day Options & a Commodities Deep Dive
The Dark Burden of AI Capex & The Bumpy Road of Energy Evolution
Future Falling Dominos & a Look Back
The Rally Finds Its Rhythm
On China's AI Victory & Why It May Not Matter as Much... Yet
