SpaceX and the IPO ‘Hangover’
Part of trading (and investing) successfully is looking for opportunities few see… not piling in with the masses.
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First Signal
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It’s Not Fear, It’s Appetite
The new regime arrived in under 48 hours, loudly, and got bought just as fast.
SpaceX Has Liftoff
SpaceX’s IPO is not a warning sign. It is a signal that capital markets are wide open…
Why Anthropic is Winning
Anthropic’s success has been driven by two major initiatives...
Friday’s Drop Is Actually Bullish
Some markets sell off for reasons. Other times, they just need an excuse.
Back From the Dead
When investors say an industry is dead, what they often mean is that the weakest participants are dead.
