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View all →Twelve Dollars Apart, Seven Days to Deal: Why Trump’s No to Iran and His Diesel Ban Talk Move the War Premium From Crude to Diesel
On Friday the oil market priced in a peace that was gone by Saturday. Brent fell 2.1 percent to $104.32...
5.2% on the Bond, 5.2% on the Stock: Why the Equity Risk Premium Has Vanished — and the S&P 500 Keeps Rising
There are two numbers from this week that belong side by side. The first: the yield on the 10-year US...
Nvidia Up 2.3%, Arm Up 17%: Why Meta’s AI Agent Pays the CPU Makers Instead of the GPU King
Nvidia rose 2.30% on Monday. Arm Holdings rose 17.16%. Both numbers come from the same trading session, both trace back...
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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 →- No Hotels Owned in America, a 74 Percent Margin: Why Hilton Earns as Much From a Hotel as Its Owner — Without Putting Up a Dollar
Hilton does not own a single hotel in the United States. Of the 851,582 rooms flying a Hilton flag in…
- $23 a Ton, 17 Times EBITDA: Why the Market Pays Double for the Same Rock in America — and Both Stocks Are Still Down 30 Percent
A ton of crushed stone sells for $22.97 at the quarry gate. Haul it fifty miles and you add ten…
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