This Ain't Your Grandfather's Bubble
Although this bubble might not make sense at first glance, we think there is a relatively simple explanation for what is happening: the appetite for risk has gone up dramatically.
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Tariffs, Trump, Cybertrucks, Cody for President, And Much More
Where We'd Buy More Spreadsheet
Get a snapshot on the market, and what Cody thinks of the current setup. Since updates come out often, check this page for the latest posts.
Our Models Prove It: AI Is Already The American Economy's Superman
There is a lot of FUD (fear, uncertainty, and doubt) surrounding The AI Revolution and the American economy more broadly right now. The many bearish macro themes dominating headlines these days – including tariffs, end of U.S. hegemony, collapsing dollar, recession, DOGE cuts, etc. – has resulted in a big pullback
Trade Alert: Staying On Our Toes
Bryce here. As Cody often reminds us, if you were losing sleep when things were down big on Monday or a couple weeks ago when people were panicking about another Black Monday or last week when people were predicting a New World Order wherein the USA would be on an