Investing

Markets are pricing a bounded conflict. Here’s the probability breakdown. By now you’ve seen the headlines.  On Saturday, Feb. 28,

Editor’s note: “Front-Running Federal Investment: The Next Strategic Stocks” was previously published in January 2026 with the title, “Welcome to

From Venezuela to the Arctic, Washington is shifting from negotiation to force – and markets are reacting Editor’s note: “Is

What Does Palantir Actually Do? Palantir (PLTR) builds high-stakes data integration software often described as a central “operating system” for

In 1901, a group of investors gathered in New York to debate whether electricity was overhyped. 1901, coal tycoons, steel

Wall Street thinks Big Tech may be lighting $700 billion a year on fire. If that’s true, we’re in the

Nvidia (NVDA) just reported fourth-quarter earnings, and they were absurd. Beats, beats, and more beats, with Q1 guidance obliterating expectations

For weeks, John Paulson stayed quiet. He didn’t want to address the elephant in the room. A single bet on

Editor’s Note: Every so often, someone shows me something that genuinely changes how I think about markets. Jonathan Rose is

Over the past few days, I’ve been writing about what I call the “One Rule” economy. In short: Washington has