How Elon Musk's acquisition of Twitter might prevent further escalation of the Ukraine War. Plus, revisiting our macro call on tech after an eventful week in the sector.
Why some don't think the Russian invasion of Ukraine was unprovoked aggression. Plus, an update on a hedged portfolio created in light of the risks of the Ukraine War, inflation, and recession.
Since our leaders are repeating their AIDS tack of not trying to rein in the irresponsible individuals spreading this disease, we’re left with America’s preferred response: pharmaceuticals.
Trying to beat the market by buying stocks like Tesla. It's probably impossible to time these things perfectly, but as we continue to collect data, we may be able to spend more time in winning streaks.
We added a new source of alpha to our security selection process at the end of May, and we're seeing strong results for it now. What it is and how you can find it.