Dissecting the Markets

Gen Z Chooses Coach Over Chipotle: What It Reveals About Consumer Priorities

The Math Behind Why Chipotle Can't Afford to Cut Labor Costs

How $31 Million in Labor Savings Could Destroy $164 Million in Shareholder Value

ARM is gearing up for a generational run

How one chip company positioned itself to win the entire AI revolution

The Beauty of Betting Small

The best way to understand risk is to take risk

The Satellite Company That Has Everything — Except My Money

AST SpaceMobile's revolutionary approach to global connectivity is brilliant, but its cash burn rate tells a different story

Why I'm buying the dip on Booz Allen Hamilton (BAH)

It's probably the only defense tech company that isn't rallying alongside Lockheed Martin and other defense stocks.

The Bigger Picture with Klarna

How Klarna is Dismantling a Debt-Driven Economy and Building a Fairer Future for Finance

The AI Infrastructure Paradox: Why Overbuilding Will Create the Next Market Boom

How excess GPU capacity and consolidation will democratize AI development and unlock generational wealth creation

The Global Destination for Live Events: Why StubHub is a Compelling Long-Term Investment

How an Open Marketplace Democratizes Access and Fills Every Seat.

Your Coffee Habit Is Building the Economy (And Your Childhood Is Still Controlling Your Wallet)

Why the most powerful economic forces aren't found in boardrooms or stock markets, but in our daily routines and deepest memories

The Lululemon Rebound: Why the Dip Creates a Compelling Long-Term Opportunity

How a near 46% stock decline masks the transformation of retail's most loyal customer base into a global lifestyle empire

Why do I think Cracker Barrel will succeed long-term?

Why is a McDonald's franchisee buying the dip on this restaurant's stock?