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Former Fortune 500 Executive with experience in technology, insurance, and financial markets.
Aug 8, 2026
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10 min read
A Variant Perception Analysis.
Jul 27, 2026
7 min read
Hyperscalers' net income is set to fall. Risks are brewing in subprime land.
Jul 14, 2026
14 min read
Beneficiaries of the $1.5 trillion defense budget and US Space Force mordernization.
Jun 29, 2026
15 min read
AI and Macro Developments.
Jun 14, 2026
12 min read
How AI is impacting IT Consulting and recent AI ecosystem updates.
Jun 1, 2026
23 min read
Recent developments. And are GPUs sitting in warehouses?
May 18, 2026
11 min read
A major strategic pivot acting as a overhang, giving investors an opportunity.
May 13, 2026
8 min read
New tailwinds.
May 4, 2026
Hyperscalers' earnings quality detoriate as CAPEX goes parabolic.
Apr 28, 2026
GE Vernova's prospects.
Apr 19, 2026
A Dream Far Away.
Apr 9, 2026
16 min read
Euphoria always feels rational until it doesn’t.
Mar 25, 2026
9 min read
Is FDX's restructing and optimzation program creating value?
Mar 17, 2026
6 min read
The party at Alcoa has just begun.
Sep 13, 2025
Tyson Foods and a little ABS talk.
Sep 8, 2025
5 min read
What next for AN?
Aug 30, 2025
4 min read
AXON - Highflyer or Pretender?
Aug 24, 2025
A glitch in the matrix?
Aug 17, 2025
1 min read
Tariff dynamics and more.
Aug 8, 2025
A relook at WingStop.
Jul 22, 2025
W. W. Grainger's vast number of customers and products provides great insights in impact of tariffs.
Jul 13, 2025
How is that pool doing?
Jul 1, 2025
Lord of AI or a Pretender?
Jun 25, 2025
What does Watsco's Q1 2025 commentary tell about consumers and housing?
Jun 12, 2025
PACCAR faces massive headwinds.
