The Meaning of the Google Layoffs
A repricing of revenue.
Netflix Expands Its Moat
Good news for our recent top name.
What Comes Next
Your chance to ask the man who predicted the COVID crash, the crypto bear market, and Russia’s invasion of Ukraine.
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.
Introducing The Portfolio Armor Substack
A new service powered by Portfolio Armor data.
Caution On Fed Day
A word of caution on Fed Day.
After The Carvana Crash
How fading the bear market rally has worked out.
Where We Go After Wednesday’s Rally
One reason to be bullish, two reasons to be bearish, and a way to navigate the uncertainty.
Update On America’s Drag Queen Nuclear Waste Czarina
America’s gender-fluid nuclear waste czarina gets charged with felony theft. Plus a look back and what we got right and wrong in our market note from last February.