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The K-Shaped Economy Spells Trouble

As the pandemic showed, the K-shaped recovery is no longer just about income brackets. It’s about which companies serve which customers, and the recent earnings season gave us some signs that the divide is growing.

Commodities

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Technology

The K-Shaped Economy Spells Trouble

As the pandemic showed, the K-shaped recovery is no longer just about income brackets. It’s about which companies serve which customers, and the recent earnings season gave us some signs that the divide is growing.

Crypto Dip

James argues that Crypto’s latest dip isn’t a disaster—it’s a disguise. All we see are headlines about falling prices, but he believes Wall Street giants like JPMorgan and Morgan Stanley are quietly building the foundation for crypto’s next major run.

North Star Fading

We’re funding the most expensive science experiment in history… With shareholders’ money. Investors are starting to get anxious that we haven’t heard a peep from the biggest tech names in some time. While they have been looking North, I’ve been hunting elsewhere.

Small-Caps

Macro

Crypto

Economy

Market-Analysis

Santa Runs Out of Gas

Markets finally wobble after a relentless rally: breadth cracks, hot names see heavy profit-taking (Nvidia included), Aussie microcaps slump, and the ASX 200 flashes bearish divergence. We break down what’s driving the pullback, why Michael Burry’s short on Palantir is in focus, and why U.S. natural gas is ripping—mostly seasonal now, with possible AI-driven demand ahead—plus how far this correction could run and our gas bull case.

ASX News Update

Resources and Mining

Series

Santa Runs Out of Gas

Markets finally wobble after a relentless rally: breadth cracks, hot names see heavy profit-taking (Nvidia included), Aussie microcaps slump, and the ASX 200 flashes bearish divergence. We break down what’s driving the pullback, why Michael Burry’s short on Palantir is in focus, and why U.S. natural gas is ripping—mostly seasonal now, with possible AI-driven demand ahead—plus how far this correction could run and our gas bull case.

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