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Archive

AI's Mass Market Moment


Sep 11, 2026

If this doesn't take AI mainstream, nothing will.

The Oil Price & Interest Rate Problem


Sep 8, 2026

Consumer headwinds aren't going anywhere.

A Check On Consumers, On, and Portillo's


Sep 7, 2026

Are these stocks broken or misunderstood?

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Tesla's Robotaxi "Launch" & The Autonomy Business Model


Sep 5, 2026

Elon Musk didn't even bother to show up?

What I'm Buying: September 2026 Asymmetric Portfolio Update


Sep 1, 2026

I'm buying 3 stocks this month.

Apple Is a Canary In the Coal Mine


Aug 31, 2026

How will consumers react to higher iPhone and Mac prices?

What the Bond Market Is Telling Us


Aug 24, 2026

Despite D.C.'s desires, rates are rising.

The Crypto Bounce & A Stock On My Radar


Aug 23, 2026

Is crypto and the blockchain back?

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Autonomy's Moment Is Here


Aug 22, 2026

Costs are coming down, and fleets are growing quickly.

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Hims & Hers CEO Lays Out His AI Healthcare Vision


Aug 21, 2026

Andrew Dudum is thinking big.

Everyone Is Making the Same Trade


Aug 17, 2026

It's all about AI.

LYFT

Lyft’s Growth, Value & Buybacks


Aug 16, 2026

If Uber is a value, Lyft is a steal.

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Investment research covering stocks with asymmetric return potential of 10x (or more) over the next decade. Start here and find out what I'm buying each month on Asymmetric Investing.

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