Notes on the Market

Notes on the Market

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The Tech Giants Are No Longer Asset-Light Businesses

Are We in for a Market Correction?

When the Engine Stalls: Cracks in the Auto Industry

Cracks in the Credit Boom

The K-Shaped Economy

What If the Massive AI Spend Doesn’t Pay Off?

Investment Memo #1 Part 2: Utah Medical Products, Inc. (NASDAQ: UTMD)

Stagflation Risks in the Economy

Charts of the Week: The Fed's Current Predicament

Investment Memo #1: Utah Medical Products, Inc. (NASDAQ: UTMD)

Inflation Is Still Above The Fed’s Target

The Official Launch, The Economy Might Be Better Off Than You Think, and The Risk of Re-Inflation

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