Pivot & Flow
Daily Stock MKT Recap (no fluff)
From perfect banking crisis exits to getting in defense stocks, the timing is uncanny
How a Dutch Artist’s “Ugly Cute” Dolls Built a $44 Billion Empire
How Warren Buffett Made The Greatest Public Market Tech Investment Ever
Tariff Turmoil: Key Dates That Could End The Market Pain
Feb. 5th Market Brief
Google spent $185B on AI. alternative assets falling. Risk appetite is changing.
Feb. 4th Market Brief
Software slaughter continues. Bonds coiled tight. Something's about to break.
Feb. 3rd Market Brief
Palantir's commercial revenue flipped. Asian markets ripped overnight. Watch commodity flows today.
Feb. 2nd Market Brief
Metals got a margin call. Bitcoin followed. Risk is repricing. Here's what broke it.
Why the mission doesn't feel accomplished
Premium roundup
Jan. 30th Market Brief
Trump's Fed pick sent gold down 5%. Dollar bulls finally got their signal. Here's what changed.
