There’s an old story traders tell about Jesse Livermore — the legendary speculator who made and lost several fortunes in the early 20th century. Before the crash of 1929, Livermore didn’t have a Bloomberg terminal or...
Read MorePicture two guys having coffee this morning. The first is a residential solar salesman in Phoenix. He used to close deals almost by knocking on doors — the federal tax credit practically sold the system for him. Now, he’s...
Read MoreFor the past two years, corporate America had basically stopped talking about oil. Earnings call after earnings call, executives were focused on AI, margins, consumer spending — the usual. Oil was barely an afterthought....
Read MoreThere’s a country with no flag, no capital and no seat at the United Nations. It has no government, no army, and no national airline. Yet it generates $626 billion in economic output, is growing at roughly 9% a year, and if it...
Read MoreSomething unusual has been happening quietly taking place Easter. analysts have actually been raising their earnings estimates. In a world where the default move is to cut and run — with tariff headlines and macro uncertainty...
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