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2.5 Versus 3.4 Percent: The Gap Between Core Inflation and the Headline Is One Barrel of Oil
At 8:30 a.m. Eastern time the Bureau of Labor Statistics released July consumer prices, and the two numbers that matter...
$6.9 Million in Revenue Buys $200 Million: Archer Pays Boeing With 19.75 Percent of Itself
On Monday a company that booked $6.9 million of revenue over the past twelve months announced it was buying a...
Sixty Days Free, Then $5.81 a Barrel — The Price at Which the Strait of Hormuz Reopens
Oil fell more than seven percent last week, and the reason was good news: the Strait of Hormuz, shut since...
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15 INVESTORSWhat the world's best investors are buying & selling right now.
Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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Start AI Portfolio Analysis →- One Dollar In, Five Dollars of Market Value: What Passive Investing Actually Does to Prices
On the evening of August 12, 2026, a committee published a list shortly after 11 p.m. Central European time. It…
- From Four Years to Six, From Fifteen to Twenty-Five: How One Line in the Notes Manufactures Billions in Profit
In the second quarter of 2026, Meta grew revenue 28 percent to $60.8 billion. Net income fell 14 percent. Nothing…
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