Jack of All Trades
FedEx beat by 28% on EPS, raised the full-year guide by over a dollar at the midpoint, cut CapEx, and posted six consecutive quarters of margin expansion. The bear case was tariffs and route disruptions. The DRIVE program printed anyway. Freight spin-off June 1.
Trade Secrets
US stock futures climbed Tuesday evening follow a report from the New York Times saying that the US has sent a 15-point plan to Iran aimed at ending the war.
Trade Secrets
US stock futures were largely flat late Monday, pausing after a sharp rebound on Wall Street that was driven by growing optimism around a potential easing of tensions between Washington and Tehran.
Iran enters 2026 as one of the most paradoxical economies in the world — possessing the 4th largest oil reserves globally and significant industrial capacity, yet operating under a comprehensive sanctions regime that has severed it from the global financial system
By the end of February 2026, the global economy remains resilient but increasingly uneven, with growth concentrated in a small number of regions and sectors while others continue to struggle with structural constraints.
Trade wars are often treated as temporary disruptions—policy disagreements that escalate, peak, and eventually resolve through negotiation. This interpretation misunderstands the nature of economic competition between states.
Microsoft CEO Satya Nadella announced the “world’s most powerful AI datacenter” Fairwater on his Linkedin post in September 2025 dripped with techno-triumphalism, LinkedIn erupted in applause, but I didn’t.
Bob Dylan's song "The Times They Are A-Changin'" became an anthem for change and a commentary on the social upheavals of the 1960s. However, its message is timeless and can be applied to various periods of economic uncertainty, including those characterized by stagflation.
In late 2024, Michael Saylor, doubled down on his Bitcoin vision with an audacious plan. Saylor's strategy involved raising billions through convertible debt to purchase more Bitcoin. This bold move was met with excitement by many, but I saw the cracks in the strategy
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