Memory Bottleneck

We're still at the beginning

Mar 17 • Market Sentiment

52

13

Deep Dive: Texas Pacific Land Corp ($TPL)

Right place, right time

Mar 8 • Market Sentiment and Rebound Capital

30

MS Portfolio Update | March 2026

Energy, Optics & Advanced Packaging

Mar 2 • Market Sentiment

29

4

1

MS Portfolio

March 2026 Update

Mar 2 • Market Sentiment

February 2026

Deep Dive: SK Hynix

Capitalizing on AI-manufactured scarcity

Feb 8 • Market Sentiment

31

1

7

January 2026

Advanced Packaging

Piecing Together the Future

Jan 30 • Market Sentiment

61

9

Investing in the age of Extremes

Capturing the structural alpha

Jan 22 • Market Sentiment

32

2

5

The House Always Wins

Investing in Exchanges

Jan 6 • Market Sentiment

46

1

4

December 2025

Best of Market Sentiment 2025

Gold, Energy Portfolio, Buying the Dip and more...

Dec 30, 2025 • Market Sentiment

24

The Rekindling of a Recession

Buy Now Pay Later

Dec 23, 2025 • Market Sentiment

41

1

2

Lindy Effect in Investing

2025 update

Dec 18, 2025 • Market Sentiment

99

10

13

The CapEx Boom

Spending $400 billion to make $50 billion

Dec 16, 2025 • Market Sentiment

38

2