Archive | The Market Letter

Google just bought 20 years of nuclear power.

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Oct 6, 2026

Brazil voted. Nubank jumped 13%.

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Oct 5, 2026

AI was supposed to kill Accenture. It just jumped 16%.

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Oct 1, 2026

Wall Street thinks Micron peaked. Maybe not.

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Sep 30, 2026

The S&P 500 Looks Fine. The Average Stock Doesn't.

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Sep 29, 2026

Dotcom Déjá Vu?

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Sep 28, 2026

The 2026 High-Growth Watchlist

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Jul 23, 2026