The Digital Front Just Opened Wider
When war breaks out, the market usually runs to the usual suspects first. Missile makers. Drone companies. Radar systems. Ammunition manufacturers. The old-line defense contractors that everybody can recognize without even opening a 10-K. And to be fair, that trade...
Wall Street’s Hunt for the Next Cancer Cure
Every few years, Wall Street rediscovers a very old truth: some of the most valuable businesses in the world are built around solving the problems that matter most. And it’s hard to find a...
The Power-First AI Land Grab
The market still talks about AI like it’s mostly a software story. Better models. Faster chips. Smarter applications. Bigger cloud contracts. All of that matters. But the deeper story...
When Is It Time to Buy the Dip?
Hint: When sentiment overwhelms the facts, it might be time to take a closer look. This week, a press release went out that handed the market exactly the kind of biotech story investors claim they...
Past Featured Articles
The Digital Front Just Opened Wider
When war breaks out, the market usually runs to the usual suspects first. Missile makers. Drone companies. Radar systems. Ammunition manufacturers. The old-line defense contractors that everybody can recognize without even opening a 10-K. And to be fair, that trade...
Wall Street’s Hunt for the Next Cancer Cure
Every few years, Wall Street rediscovers a very old truth: some of the most valuable businesses in the world are built around solving the problems that matter most. And it’s hard to find a problem bigger than cancer. That’s what makes oncology such an...
The Power-First AI Land Grab
The market still talks about AI like it’s mostly a software story. Better models. Faster chips. Smarter applications. Bigger cloud contracts. All of that matters. But the deeper story now is electricity… AI infrastructure is turning into a power business...
Older Post
The Real “Price Gougers”
When asked what she would do to deal with inflation during her failed presidential campaign, Vice-President Kamala Harris repeatedly talked about battling the bogeyman of price gouging — the idea that retailers jack up prices to pad their profits Now, never mind that...
A Caffeine Jolt for Starbucks
Oh how the mighty have fallen. Once the king of all coffee sellers, Starbucks has stumbled on hard times. In fact, the whole of 2024 had been pretty much a disaster for the company. The company reported a first quarter rise in revenue — but fell short of...