Investor Strategy
Bloom Energy is the rarest thing in the AI-power trade: a company where the fundamentals arrived before the story got tired. Most of this...
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The most-hyped AI power stock in America is losing to a passive index fund. Vistra Corp (NYSE: VST) closed at $149.30 on 4 September...
Nvidia is no longer a stock call. At roughly 8% of the S&P 500 – the largest single-company weight the index has carried in...
Bitcoin just posted its best month of 2026 in the worst possible macro conditions, and almost nobody has explained the contradiction. BTC/USD trades at...
4 September’s NFP was much better than expectations, boosting the probability of the Fed hiking this month. The American labour market did much better...
Bloom Energy is the rarest thing in the AI-power trade: a company where the fundamentals arrived before the story got tired. Most of this...
Energy has been the best-performing corner of the market this month, and almost every explanation of why is wrong. The sector ETFs rallied –...
The story told about Arm Holdings after 29 July is that a great quarter got sold for no reason. That is wrong, and the...
Intel did not lose $11 billion last quarter. That number is real, it is audited, and it sits at the top of the company’s...
The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese company listed. ChangXin Memory...
Treasury Secretary Scott Bessent’s intervention in the yen, a carefully altered debt-issuance sentence and his public support for Federal Reserve Chair Kevin Warsh form...
Similarly to many low-cost airlines, Frontier Airlines found its main market by flying into smaller cities underserved by mainstream airlines. Especially early after launch,...