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9% of the Basket, 100% of the Increase: Why the ECB Hikes on 10 September Against a Number It Does Not Set
Eurostat published its flash estimate for August on Tuesday morning, and the headline wrote itself: euro area inflation jumped from...
47.1 Against a Forecast of 59 — and 59% Odds of a Hike: What a Survey Collapse Actually Measures
At 9:45 a.m. Chicago time on Friday, MNI released the Chicago Business Barometer for August. The consensus called for 59.0....
74% for Adding It, 64% for Removing It: Why an AI Name Is the Cheapest Capital Raise in the Market
As of this morning a new ticker is printing on the NYSE American tape: PAAI. There is no listing behind...
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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 Fifth of the Money Earns Nearly All the Profit: What 176 Billion Dollars of Float Really Cost
Berkshire Hathaway ended 2025 carrying roughly 176 billion dollars of insurance float — money policyholders have paid in that belongs…
- The Harder Monopoly Has the Worse Margin: Where the Money Actually Sticks in the Semiconductor Chain
Taiwan Semiconductor Manufacturing kept 59.9 cents of gross margin on every dollar of revenue in 2025. ASML, the only company…
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