This is why we can’t have nice things… (Thanks, AI) The market has a fever and the only medicine is NOT AI. At least not today that is. Case in point: The S&P 500 slid almost 1%, the Nasdaq ate a full 1.4% faceplant, and the Dow did that annoying thing where it flirted with a new record in the morning before getting taken behind the barn and shot (falling 160 points). Live look at my portfolio today… Oh, and tech got smoked. Again. The reaso...
U.S. homebuilders are proposing a new housing idea that’s meant to ease affordability while pulling in billions of dollars from private investors. The concept has picked up the informal name “Trump Homes,” and it centers on a rent-to-own setup meant to give renters a more realistic path to buying. Builders including Lennar and Taylor Morrison have been involved in shaping the proposal. Under the basic outline, private investors would pay to build and initially own entry-leve...
Hey Sir, how do you say “Art of the Deal” in Hindi? Donnie Deels hopped on Truth Social yesterday and announced he and India’s PM Narendra Modi just “got it on” (in a good way). We have tariffs down, big numbers being thrown around, energy is suddenly rerouted… and everybody is smiling in different time zones. Bigly. In short, according to #47, reciprocal U.S. tariffs on India are dropping from 25% to 18%, effective immediately. India, m...
Pour one out for the Boring Company… So it appears that Elon finally did the thing everyone assumed he wouldn’t actually do. SpaceX is folding xAI into the mothership with a new combined valuation of roughly $1.25 “WTF” trillion. (Source: Giphy) Obviously, we saw this coming soon. We just didn’t know when. But now it’s here, and now Elon is about to be insufferable again. For context, xAI has been torching cash like it’s s...
Hey Sir, how do you say “Art of the Deal” in Hindi? Donnie Deels hopped on Truth Social yesterday and announced he and India’s PM Narendra Modi just “got it on” (in a good way). We have tariffs down, big numbers being thrown around, energy is suddenly rerouted… and everybody is smiling in different time zones. Bigly. In short, according to #47, reciprocal U.S. tariffs on India are dropping from 25% to 18%, effective immediately. India, m...
“...he got an idea. An awful idea. The Grinch Elon had a wonderful, awful idea.” In case you were too busy trying to impersonate an Owl on TikTok last night, Daddy Elon has decided the separation between his companies has gone on long enough. According to people who definitely signed NDAs they regret, SpaceX, xAI, and possibly Tesla are all in various stages of “what if we just mashed this together?” Meaning, this is either the most Elon idea ever… or the...
Gold and silver suffered their worst crash since 1980 on Friday, abruptly ending a powerful rally that had driven precious-metals prices to record levels over the past several months. Gold futures fell as much as 11%, dropping below $4,900 per ounce, while silver plunged more than 25% in a single session. Spot gold recorded its largest one-day decline in the last 40 years, a sharp reversal after an extended period of steady gains. The pullback followed weeks of relentless upside momentum....
Funding Favors secured… Tesla’s board walked into court asking for mercy and received a happy ending instead. In a ruling that can only be described as spiritually violent, Delaware’s top court just took a machete to a nine-figure legal fee tied to Tesla’s board pay mess. The shareholder lawyers wanted $176 million. The court said $71 million. Please enjoy your economy seat. (Source: Giphy) For context: this all stems from a derivative lawsuit ch...
Chevron Corp. (NYSE: CVX) said Thursday it has approved a new increase to its quarterly dividend, lifting the payout by roughly 4% as the energy major continues to prioritize shareholder returns despite softer free cash flow trends. The company’s board raised the quarterly dividend to $1.78 per share, up from $1.71, bringing Chevron’s annual dividend to $7.12 per share. The new dividend will be payable on March 10 to shareholders of record as of February 17. The increase marks Che...
While Elon schemes up another way to bait and switch Tesla bros into thinking the robotaxi is finally here (read: claims no humans in cars anymore but moves that supervisor to another car following the robotaxi)... Waymo’s actually live in too many cities to count on both hands… and now they’re pushing to really put the pressure on Donald Trump’s ex BFF. (Source: Financial Times) According to people familiar with the deal (translation: folks who’ve actua...
Does your investment criteria include “legacy fintechs getting pantsed by Apple Pay in real time?” Buddy, I’ve got a ticker for you… Happy earnings season to everyone except for the folks currently shaking at their desks inside PayPal HQ. Elon’s old flame just got charged back to the tune of roughly 17% off the stock, after their numbers revealed they don’t know what the f*** they’re doing. The official excuse was a 2026 profit outlook that ma...
It’s Alex Karp’s world and we’re all just living in it… The final boss of government contracting exploded 12% after dropping Q4 earnings that probably made even Michael Burry hover his cursor over the “pause” button on that Palantir is a fraud Substack draft. Turns out when everyone’s worried AI is about to eat software companies alive, Palantir would like to remind you that it is the software eating everything else. This time around, their CE...
If you or any highly degenerate loved ones have been affected by the skydiving accident that is Bitcoin in 2026… you may be entitled to… (read in a Conor McGregor voice) absolutely nooootinnnn. Someone might want to do a quick check-in on Michael Saylor at his Miami mansion today. You know… the same guy who’s been pillaging the podcast circuit with the “buy Bitcoin at any price and you’ll see” motto, blowing the minds of Patrick Bet-David and frien...
Wake up, babe… Big Oil just got bigger Devon and Coterra are officially fusing into a $58B oil-and-gas unit in a straight all stock homie deal. Devon gets the keys. Coterra hops in the passenger seat. The new Franken-driller keeps the Devon name, moves HQ to Houston and tells Wall Street to start drinking the oil milkshake again. Bigly. (Source: Giphy) If this feels inevitable, that’s because it was. Oil’s been mushy. 2025 was a deal desert. Inventory isn&rs...
Brookfield Asset Management (NYSE: BAM) has reached an agreement to acquire Peakstone Realty Trust (NYSE: PKST) in a transaction valued at approximately $1.2 billion, marking another significant move by the alternative asset manager to expand its private real estate portfolio. Under the terms of the deal, Brookfield will purchase all outstanding shares of Peakstone for $21.00 per share in cash, representing a sizable premium to the company’s recent trading levels. The acquisition will b...
Strategy shares slid Monday after Bitcoin dipped below the company’s average purchase price, cracking a level that had become a line in the sand for the market’s most aggressive corporate crypto bet. Bitcoin fell to around $74,500 at its low (the weakest price since last April) slipping under Strategy’s average cost of $76,052 per coin, according to regulatory filings dated Feb. 2. That move sent shares of Strategy Inc. down as much as 8%, as investors took a harder look at...
Dave Ramsey: Let me get this right. Your stock is down 50% from its all time highs… you and your son have embarrassed your family name with your never ending pursuit of Warner Bros… and now your company’s projected AI cloud profits, whatever that is, are getting pushback as just a bunch of smoke and mirrors? Caller: Yes, that’s right Dave. Dave Ramsey: And you think the best decision right now is to put $50B on a credit card to build even more infrastructure even...
Can you smell what the Rock Donnie Deals is cookin’? Trump has a fever and the medicine is definitely more rocks. According to Bloomberg, the administration is lining up a $12B critical minerals stockpile, internally dubbed Project Vault. Same idea as the Strategic Petroleum Reserve… except instead of oil, it’s gallium, cobalt, nickel, rare earths, and every other material that magically becomes “strategic” the second China controls it. (Source: Gip...
Streamline your investment strategy with our portfolio synchronization tools. Seamlessly manage and track your holdings across platforms for enhanced
Get Start
