Carbon Capital
May 4, 2026
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18 min read
The biggest week of earnings season delivered.
May 3, 2026
6 min read
1) Google Cloud Is Unstoppable 2) Microsoft Raises CapEx 3) Visa vs Mastercard and more!
Apr 27, 2026
Different businesses, different setups, different conclusions.
Apr 26, 2026
1) Tim Cook’s Legendary Run 2) Tesla’s Back In The Red 3) 12 Share Cannibals and more!
Apr 20, 2026
16 min read
Earnings season is finally here and underway.
Apr 19, 2026
1) Nike Insiders Are Loading Up 2) Meta & Google Dominate Ads 3) Netflix Is Printing Cash and more!
Apr 13, 2026
19 min read
A valuation deep dive on one of the most important companies in the world.
Apr 12, 2026
1) 7 Companies Run The S&P 500 2) Never Time The Market 3) Most Valuable Healthcare Stocks and more!
Apr 6, 2026
28 min read
The remaining names at the very top of my watchlist.
Apr 5, 2026
1) Luxury Stocks Bloodbath 2) Nike’s Lost Decade 3) Best Stocks of Q1 2026 and more!
Mar 30, 2026
30 min read
The markets are entering a correction. Here's what I'm watching.
Mar 29, 2026
14 min read
1) Warren Buffett Loves Japan 2) Microsoft’s Stock Plunge 3) GameStop’s Cash Pile and more!
