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Closing Tesla Short Position

I'm taking a 260% gain in a little over 2 months.

Panic on Wall Street: Historical Context & What I'm Doing

History says this market drop could last for years. Here's what I'm doing about it.

What I'm Buying: April 2025 Asymmetric Portfolio Update

I'm buying 5 stocks in April.

Compounding and Volatility

I’m down BIG in 2 months and still crushing the market. How? Simple math.

Robinhood Does It Again

The innovation machine is hitting on all cylinders.

Autonomous Driving Business Models: Tesla vs Mobileye

The right business model is a critical differentiator in autonomy.

Trump's Auto Tariffs, Google's M&A, and How I'm Investing Today

Has Waymo Already Won Autonomous Driving?

Alphabet's underappreciated subsidiary is scaling fast and building a lead over competitors.

Disney: The Growth Stock?

It's a big year ahead for one of my more contrarian stocks.

Gambling, Prediction Markets, and Robinhood's Innovation

Robinhood may have a bigger vision than basketball gambling on the app.

Why Inflation Is Good

Complaints about inflation are missing the point.

Cash Is King (Again)

When uncertainty strikes, cash is a great indicator of strength in your portfolio.