Dear readers, Yesterday we noted that software and cybersecurity were winning because their revenue doesn't hinge on the Fed's next...

Dear readers, Wednesday's inflation report was supposed to give the Federal Reserve — and the market — a clearer sense...

Dear readers, Yesterday's letter tracked capital rotating out of pure infrastructure plays and into software companies that could prove AI...

Dear readers, Yesterday's letter left off with Palantir's stock up 38 percent on the back of a 93 percent revenue...

Dear readers, Friday's jobs report was ugly enough to unsettle any market. Instead, the S&P 500 closed the week at...

Dear readers, Yesterday the debate in Washington was whether the Fed needed to hike again to tame stubborn inflation. Today,...

Dear readers, Rate cuts were supposed to be the market's next tailwind. Instead, two Federal Reserve officials spent Thursday floating...

Dear readers, A single hack used to be enough to send the entire crypto market into a tailspin. That playbook...

Dear readers, Three billion dollars. That's where Amazon's market cap landed this week, a number so large it almost obscures...

Dear readers, Yesterday we drew a line, stock by stock, between Apple's guidance cut and Amazon's AWS receipt. Zoom out...