Introducing The Portfolio Armor Substack
A new service powered by Portfolio Armor data.
The Meaning of the Google Layoffs
A repricing of revenue.
Netflix Expands Its Moat
Good news for our recent top name.
The End of American Hegemony
The man who predicted the fall of the Soviet Union turns his crystal ball toward the U.S.
What Comes Next
Your chance to ask the man who predicted the COVID crash, the crypto bear market, and Russia’s invasion of Ukraine.
Strange New Respect For Nazi-Adjacent Pagans
“Looking at the footage of Azov Regiment’s pagan solstice celebration, we see the true frontline, the folk beliefs…”
Revisiting The Rationale For Pouring Money Into Ukraine
The supposed $100 billion bargain.
Redfin Falls Into The Red
All four of the stocks we bet against last month are now down double digits.
Caution On Fed Day
A word of caution on Fed Day.
After The Carvana Crash
How fading the bear market rally has worked out.