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The discrepancy between these two economic gauges is so extreme that it has become an economic signal. What is it telling us?

May 31 •

Debt Deal Digest

Fiscal spending to remain an important driver for the bull market as hawks lack courage to reign in excessive deficits.

May 30 •

NVDA 1Q24: Key Takeaways

For bulls, this earnings release validates the stock's investment thesis. But it might also serve as a broader macro catalyst.

May 25 •

Most Popular

What is a fair P/E ratio for Tesla?

Jan 3 • Fallacy Alarm

Enough with the Fear Porn already.

Mar 12 • Fallacy Alarm

TSLA 1Q23: 3 months nope, 3 years dope

Apr 20 • Fallacy Alarm

The importance of identifying inflection points in growth stock investing

Jan 1, 2022 • Fallacy Alarm

BTFP is insufficient.

Mar 14 • Fallacy Alarm

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Top

Community

CAPREIT: Betting on the Canadian Century

Insatiable demand for housing meets insufficient supply, thereby creating the ultimate scarce asset: an affordable and practical place to live.

May 24 •

The perfect storm is brewing.

A cocktail of disinflation, strong consumer balance sheets and cautious investor positioning will likely cause an explosive move in stock markets.

May 23 •

AirBnB: Defying the Disruptor's Deflation Dilemma

While public sentiment deteriorates, the investment thesis is actually getting stronger with a robust moat and impressive financial turnaround.

May 16 •

May'23 FOMC & CPI Update

Final curtain call for an absurd show.

May 11 •

Pumping Up the Heat: Carrier's Growth Transformation

Management is courageously buying into the residential energy transition, one of the biggest megatrends of our time. It will transform the company and…

May 9 •

Mobileye 1Q23: Cross-Read for Tesla FSD

What went wrong in Q1? Why does that matter for Tesla? What's the value of Tesla FSD when Mobileye's market cap is $30bn?

May 2 •

KRE: Banking on the Pivot

Bleak sentiment and unambitious valuation despite operating resilience.

Apr 28 •

Fallacy Alarm

High conviction concentrated growth investing combining research on innovation platforms, demography, macroeconomics and economic history.

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