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#237: +4% for January?
In this email: It’s inauguration month - how does that look historically for stocks? What’s the key focus for January in macroeconomics? Earnings to…
Dec 30, 2024
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Ape of Omaha
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#237: +4% for January?
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#236: Hawkish Fed & Reactions
In this email: Why the sell off since Wednesday? Which sectors have remained resilient? What now?
Dec 20, 2024
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Ape of Omaha
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#236: Hawkish Fed & Reactions
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#235: Why Australia's Social Media Ban Could Be Dangerous
In this email: Australia’s social media ban. The specifics and technology. What are the potential risks?
Dec 10, 2024
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Ape of the Emerald City
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#235: Why Australia's Social Media Ban Could Be Dangerous
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#234: Mega Meme Like No Other
In this email: What exactly is Dogecoin? What are the fundamentals Correlations: New presidency, Dogecoin, Bitcoin, Nasdaq…?
Dec 2, 2024
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Ape of Omaha
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#234: Mega Meme Like No Other
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November 2024
#233: Preciously Rising
In this email: How have gold prices moved this year so far? What’s driving the rally? Looking 6~12 months ahead...
Nov 4, 2024
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Ape of Omaha
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#233: Preciously Rising
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October 2024
#232: Open vs Closed AI
In this email: What is open source vs closed source AI? The good and bad of open source. The good and bad of closed source.
Oct 2, 2024
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Ape of Omaha
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#232: Open vs Closed AI
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September 2024
#231: Decrypting the Layers
In this email: Sony recently launched the Minato testnet, an Ethereum Layer 2 blockchain Why do blockchains have layers? Layer 1 vs Layer 2: What…
Sep 9, 2024
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Ape of Omaha
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#231: Decrypting the Layers
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August 2024
#230: Walzing into the Spotlight
In this email: What you need to know about Tim Walz, Kamala Harris’s running mate | Changing polls | How Walz could make or break the election
Aug 16, 2024
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Ape of the Emerald City
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#230: Walzing into the Spotlight
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July 2024
#229: Beating the market with an ETF
In this email:
Jul 27, 2024
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Ape of Omaha
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#229: Beating the market with an ETF
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#228: Biden Should Be Replaced: Why and By Whom
In this email: Fallout from Biden’s abysmal performance in the Presidential Debate Should he be replaced by another candidate? Potential Replacements…
Jul 5, 2024
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Ape of the Emerald City
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#228: Biden Should Be Replaced: Why and By Whom
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June 2024
#227: A +530% Base Case
In this email:
Jun 14, 2024
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Ape of Omaha
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#227: A +530% Base Case
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May 2024
#226: When is Bad Publicity Bad?
Alexander Wang, women’s luxury fashion brand, has launched a controversial marketing strategy
May 31, 2024
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Ape of the Emerald City
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#226: When is Bad Publicity Bad?
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