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Warren Buffett spent years telling anyone who would listen that airlines were a terrible business to own. Buffett called them a “capital trap,” a...
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Peter Thiel’s Thiel Macro hedge fund has been conspicuously out of investing in stocks for a while. His fund reported zero 13F holdings at...
In the summer of 2026, several smaller airlines have suffered fatal crashes that resulted in the loss of life and suspension of their operating...
Tech investors are back in record territory, but the relentless rally carries an expensive question. The Nasdaq is up 15% in 2026, even as...
Back in July, I wrote an article titled “Bank of America warns America now has 2 economies.” At the time, the bank’s analysts saw...
Warren Buffett spent years telling anyone who would listen that airlines were a terrible business to own. Buffett called them a “capital trap,” a...
There is a point where money stops compounding and starts collecting. Past a certain size, the marginal dollar cannot buy a better return. It...
Wall Street loves a good redemption arc, but it rarely hands one out for free. The market makes companies wait, publicly and sometimes painfully,...
Vanguard brought T. Rowe Price Associates on board to manage portions of Vanguard Explorer, Vanguard Growth and Income, and the Vanguard Variable Insurance Fund...
There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It’s...
Almost everyone reading Micron’s chart draws the wrong lesson from it. The stock went up roughly 8.4 times from its 52-week closing low of...
Nokia’s 30% collapse in July looked like the market calling time on a hype cycle. It was not. Read the quarter and the opposite...
The comparison everyone is making is wrong in a specific, checkable way. Applied Optoelectronics (NASDAQ: AAOI) is being pitched across retail feeds as “the...
Boston Scientific has lost more than half its value in eleven months, and almost every explanation you will read blames a slowdown. That is...
Microsoft spent $115.9bn on property and equipment in the twelve months to 30 June 2026, and the market’s opinion of that number reversed twice...