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Market Analysis, Financial Commentary & Opinion
Data-driven perspectives on the markets, corporate finance, and investing from the team behind Wealth Engine Pro.
Who Is Winning the AI Race? The Answer Might Surprise You
Anthropic has quietly built the most important feedback loop in AI: the best coding models build better AI, which builds even better coding models. The Mythos Preview breakthrough is proof the loop is working.
Read articleTesla: A Trillion-Dollar Bet on Promises That Never Arrive
Tesla trades at 320x earnings on promises of self-driving, robotaxis, and humanoid robots. The actual car business is deteriorating, margins are compressing, and the CEO extracted AI to a separate company.
Read articleWhy I'm Buying Cal-Maine Foods While Everyone Else Is Walking Away
An investment thesis for CALM at $78, a 5x P/E, 10% dividend yield, aggressive diversification into specialty eggs and prepared foods, and the ever-present bird flu catalyst.
Read articleThe Musk Shell Game: How Elon Musk Built a Trillion-Dollar House of Cards
Tracing the money from Twitter to xAI to SpaceX, a daisy chain of bailouts disguised as mergers, ending with an IPO aimed at retail investors.
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