Pivot & Flow
Daily Stock MKT Recap (no fluff)
How Warren Buffett Made The Greatest Public Market Tech Investment Ever
How a Dutch Artist’s “Ugly Cute” Dolls Built a $44 Billion Empire
Tariff Turmoil: Key Dates That Could End The Market Pain
From perfect banking crisis exits to getting in defense stocks, the timing is uncanny
September 1st Market Brief
Japanese 10-year yield hits highest level in three decades; Treasury yields climb
August 31st Market Brief
The Crowded AI Trade Is Net Short Going Into September
Wall Street is arguing about $11 trillion of AI. The other build out project is on autopay.
Thursday's rally and Friday's speech are pointing at the same thing from opposite sides
August 28th Market Brief
The Market Is Priced For A Quiet Speech At Ten
August 2th Market Brief
Every Bear Argument, Gone In One Night
August 26th Market Brief
Everything's Waiting For NVDA earnings
