This time really is different.
It was a noisy quarter all around.
The Fed isn't here to save your portfolio.
I'm buying 3 stocks this month.
AI disruption no longer looks like a threat to Alphabet.
Operations are going well but Wall Street is focused on the uncertainty.
Spotify is up 146% since the Asymmetric Investing spotlight.
Peacock's streaming dreams are doomed and it's not the only one.
Investors took AI risk off the table last week.
Disruption is in focus today.
Taking the contrarian view into earnings.
Bundles are becoming more common online and they're going to get much more profitable for the companies with scale.
