Broader Market Commentary
Macro trends, market cycles, and big-picture thinking for long-term investors.
Commentary
The Market's Awkward Phase: Understanding the Current Range in Major Indices
March 23, 2026
Commentary
Do Banks and Hedge Funds Predict Markets… or Create the Moves Themselves?
December 5, 2025
Commentary
From Fear to Opportunity: Understanding the Market Sell-Off and Why There Is No Need to Panic
November 21, 2025
Commentary
SoftBank Cashes Out $5.8B Stake in Nvidia: Why This Move Is Bullish for the AI Trade
November 15, 2025
Commentary
Big Tech Earnings Remain Strong: Why the AI Surge Is Different Than the Dot-Com Era
November 2, 2025
Commentary
Buying the Dip: What April's Stock Market Tariff Collapse Teaches Investors
October 14, 2025
Investment Theses
Deep-dive analysis on individual stocks — the bull case, the bear case, and the conviction behind each position.
