The Meaning of the Google Layoffs
A repricing of revenue.
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.
After The Carvana Crash
How fading the bear market rally has worked out.
Theft At FTX
Wallets at the bankrupt crypto exchange FTX just got emptied. Looks like it might have been an inside job.
Making Sense Of The Midterms (Updated)
The red wave that wasn’t.
Investors Flee To The Safety Of Peloton
Peloton shares were a rare island of green in Thursday’s sea of red.