Beyond “How Does This Impact NVDA?”

Revealing Teradyne’s Vulcan Contract Win, Citrini’s China Supply Chain Tour, and Robotics Basket Winners

Rule-by-decree mandates will ultimately condemn the green energy agenda.

The US finally gets serious about rare earth metals.

Have you ever heard about Coffee Can Investing? It’s a long-term investing strategy where you buy great companies without having the intention to sell them over the next few years or even decades. So today we ask ourselves this question: Which companies would I like to own for the next 30 years?

This article from Compounding Quality shares five quick insights into investing, including key lessons from Warren Buffett, the Efficient Market Hypothesis, and a stock pitch on Teqnion. It also compares Quality vs Dividend Investing and offers a free e-book and webinar for deeper learning.

Introduction

Folks-

A concise daily companion newsletter for SPX/ES Traders offering a chart, accurate daily levels, actionable trade plan, and insight into the art and science of trading from the perspective of a professional trader.

April 6, 2025 | S&P 500: 5074.08

CD Rates above 4% remain available with maturities from 3 months to 5 years.

Where Are We Now?

China’s PBoC, the US Fed and Understanding the ‘Flash’

Container Store Inc. ($TCS), Casa Systems Inc. ($CASA), MVK Holdco, Humanigen, Lordstown + More

An Ascend Performance Materials Holdings Inc. Update + The Villages Health System LLC Files

Never mind the Rich Men North of Richmond, here's who ultimately pays...

It’s not hard for us to imagine what might happen if Donald Trump were to have direct control of Fed policy. He’s already said the Fed should cut rates by 300 basis points.

Pod Monkey™️vs Klaus™️

Trump floated a “Trial Balloon” to fire Powell, so I had to call my bff PauloMacro to analyse the setup.

I’m going to make this post public so share it with whoever you want, but with the market getting dicey again, I wanted to discuss some of my market philosophies if you’re going to survive and thrive in the market.

The SPY remains in a strong uptrend over the 8 day but you’re seeing some weakness into OPEX today on alot of the names that have run hard recently.

Another wild week in the books with QQQs -3.2% (dn 11% from highs at one point).

Early one today.

A summary of all educational primers, trading strategy and how to think in the information age

Macro regime and risk assets qualified clearly

Every month you'll get 4-6 of Jonah's best growth stock ideas with the research and writeups.

Volume 142 - The Week Ahead

I said it, now I'm proving it.

The Rapid Collapse of the 16th Largest Bank in America

Inside Private Equity's Transformation of the Insurance Industry

The value over growth outperformance is set to accelerate from here

for Thursday, July 17th, 2025

A deep dive into the striking parallels of the current US equity market to the 1970s Nifty Fifty

US Subsidies for Strategic Minerals, Will Powell Be Fired, Debasement Trades, & More

Tariffs are not only aimed at China. They are also aimed at taking out The Deep State and its Mighty Wurlitzer. The goal is to make America more like Germany by creating a new American Mittlestand. Weirdly, this moment may be both the last song and the last gun battle of WWII. But, who - and where - are the Nazis now?

AI is bringing to life old stories about mountain tops. Peter Thiel and Palmer Luckey want us to go to Tolkien’s Erebor – a land where hobbits and dwarves find refuge and a land of treasures, beauty, and safety. But perhaps we are heading to Erewhon, the mountain-top land that Samuel Butler wrote about in 1871, in the first literary treatment of AI. Erewhonian worships beauty and nature and aims to keep AI and machines locked out because they have ravaged humanity. Which star is humanity following on this journey? Learn about the Dark Enlightenment, the Zizians, and the relevance of stablecoins to the future now that Defi has morphed into Refi.

Hello All,

Hello All,

Judge Amos Mazzant III of the Eastern District Court of Texas issues an injunction

Remember this is a disaster payment. If the only reason you got a crop insurance payment is related to price, no SDRP payment.

The tide is changing.

Editor’s Note: This article was first published to paying subscribers on June 26, 2025.

I'm expecting one of the largest mainstream media pivots in history in 2022, catalyzed by capitalism and common sense.

Timely updates from the world of psychedelics and psychedelic stocks.

'Crisis Investing' Issue 4 / April 2025 – Vol 2

Why Having a 'Plan B' Isn’t Unpatriotic