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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...
65 Billion Barrels Bought, One Million a Day Produced: Why the Biggest Oil Deal in History Barely Moved the Price
On Friday evening, shortly after the closing bell in New York, Donald Trump announced in capital letters that the United...
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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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