A Semi-Conductor Company
Lululemon, real estate debt, and inflation..
+13% upside "guaranteed."
Introducing T-Bills...
Betting $1M on Bitcoin...
The sixth-biggest inflow to the S&P 500 in a decade...
"this liquidity issue is bigger than the Fed ever expected..."
SVB collapse, CRWD renewed guidance, and more...
Our "Bear Market" checklist...
The banks are begging for your money..
I sold 3M and bought GWW + Salesforce and Broadcom earnings...
ChatGPT + work-from-home..