Selected Free Content

Apple Q1 FY9/25 Earnings Review

Eat That, US Robotics

Pinterest Q4 FY12/24 Earnings Review

Losing Interest.

Nonfarm Payrolls Review, CPI Preview, Powell Testimony, TLT Analysis [No Paywall]

We walk through Friday's labour market data, with an analysis of the current FOMC pricing, Wednesday's CPI, Powell's script, and TLT's price technicals.

Alphabet (GOOGL) Q4 FY2024 Earnings Review [No Paywall]

Alphabet (GOOGL, GOOG) sold off after earnings - is this the beginning of the top? We deep dive into its fundamentals, valuation, and price technicals.

Government Debt, Liquidity And Its Impact On Risk Asset Prices

Just A Glimpse Into The Future

Will The S&P500 Reach 7000 In 2025?

Bring it.

It’s Good To Have Options

Why Options Trump Stocks

Tesla (TSLA) Q4 FY24 Earnings Review: Valuation Is For Losers (No Paywall)

"I see a path for Tesla being the most valuable company in the world by far, not even close...more than the next top five companies combined..." - Elon Musk, Q4 2024 Earnings Call.

BDCs At Three Months - An Update

(Allegedly) Boring Development Companies.

EQT Q3 FY12/24 Earnings Review

Cooking On Gas. Truly.