Newsletters2025-01-04T07:54:08-05:00

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Bigger Than the Internet

November 22, 2023 | Nvidia strikes again, delivering another blowout quarter in a year defined by them. The chipmaker tripled its revenue year-over-year to $18.1 billion, while profit surged about 14x to $9.2 billion.

Betting on Sam Altman

November 21, 2023 | “Hey ChatGPT, what’s the best way to save OpenAI after its CEO has been ousted?” We already asked the chatbot, but alas, we got no insider insights — finally, a problem not even ChatGPT can solve.

Thanksgiving Economics

November 19, 2023 | Thanksgiving is defined by family gatherings, football, and gratitude, but it’s also a way to study consumer spending power. 

Starlink’s Rapid Rise

November 18, 2023 | SpaceX, an American aerospace company established in 2002 by entrepreneur Elon Musk, has been a pivotal force in the commercial spaceflight era.

Underdog Story

November 17, 2023 | Small-cap stocks are the little guys on Wall Street. These aren’t your Amazons or Apples, which have driven the S&P 500 higher.

No Time to YOLO

November 16, 2023 | In just two weeks, the Nasdaq 100 index of big-tech companies has erased three months’ worth of losses. And bitcoin is at its highest level since May 2022 as risky investments return to favor.

Ready for Takeoff

November 15, 2023 | The year is 2040. We all pay for the internet through Starlink using Dogecoin, and Elon Musk controls internet speeds based on the emoji he posts on X (formerly Twitter) that day.

Great Power Competition

November 14, 2023 | Another month, another credit rating agency is downgrading the U.S. government.

America’s Borrowing Binge

July 19, 2024 | We all know the U.S. fiscal outlook is deteriorating by now, yet Wall Street appears unfazed by this development.

From Zero to Billions

July 17, 2024 | Cybersecurity is pretty, pretty important these days, and you need to look no further than the brilliant minds at Wiz.

The Little Guys

July 15, 2024 | Last Thursday, the stock market had a pretty big reversal, particularly affecting the Magnificent Seven mega-cap stocks and AI-related investments.

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