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#242: Tariffs & Stocks - timeline so far
In this email: Quick recap of post-liberation day stock market. Historical swings - a visual comparison. What to do till end of year?
May 27
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Ape of Omaha
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#242: Tariffs & Stocks - timeline so far
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#241: Why I prefer QQQM to QQQ
In this email: What is QQQM? What’s the difference between QQQM and QQQ? Why do I like QQQM better than QQQ?
May 6
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Ape of Omaha
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#241: Why I prefer QQQM to QQQ
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April 2025
#240: What's happening to UUP?
In this email: What is UUP? Pre-Trump vs first two months of Trump 2.0 IMO: DCA UUP
Apr 3
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Ape of Omaha
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#240: What's happening to UUP?
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March 2025
#239: How "big" is this stock market sell off?
In this email:
Mar 5
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Ape of Omaha
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#239: How "big" is this stock market sell off?
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January 2025
#238: Electricity bills & AI
In this email: Outlook for AI in the new administration. The Utilities sector in relation to AI. Interesting ticker from the XLU ETF
Jan 31
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Ape of Omaha
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#238: Electricity bills & AI
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December 2024
#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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