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Insights

Market analysis grounded in as-filed data — what moved and why, from daily recaps to weekly reviews.

Daily Recap: July 13, 2026

Ouch. Everything is red.

Jul 13, 2026 · Day in Review

  • Daily Recap: July 14, 2026

    Jul 12, 2026 · Day in Review

  • Green everywhere.

    Jul 12, 2026 · Day in Review

    Jul 12

  • Marvell

    Jul 12, 2026 · Stocks

July 2026
  • Jul 10, 2026Day in Review

    Daily Recap: July 10, 2026

    The market looks healthy. Timid but healthy.

June 2026
  • Jun 26, 2026

    Week in Review

  • Jun 18, 2026Week in Review

    The Fed hold's rates

  • Jun 12, 2026Week in Review

    Stocks sell-off

  • Jun 4, 2026Stocks

    AI Is a Bubble Only If You Refuse to Define AI

    “AI bubble” has become a lazy phrase for a complicated market.

  • Jun 1, 2026Stocks

    Michael Burry is wrong about AI and Nvidia

    Even legends get it wrong sometimes

May 2026
  • May 27, 2026Stocks

    Cumberland Is Selling the Core Business for More Than Its Market Cap

    The asset sale will leave shareholders with cash and a retained ifetroban pipeline with positive Phase II results

  • May 27, 2026Stocks

    If You Think AI Demand Is Booming, Wait Until Your Girlfriend Starts Sending Outfit Pics

    A mirror selfie used to cost nothing. Now it’s driving GPU demand.

April 2026
  • Apr 10, 2026Stocks

    Fannie Mae: a 10x opportunity?

    Bill Ackman and Michael Burry think so

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