Carbon Capital
Jun 15, 2026
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8 min read
A cloudy quarter, a leadership shuffle, and a price that's hard to ignore.
Jun 14, 2026
5 min read
1) Inflation Heats Up 2) Gold’s Bear Market 3) Nasdaq Rebalancing and more!
Jun 7, 2026
1) Nvidia’s Ridiculous Margins 2) Berkshire Hathaway’s Stock Portfolio 3) Anthropic vs Software and more!
Jun 1, 2026
14 min read
Spinoffs, activist plays, contrarian bets, and more.
May 20, 2026
Earnings season is coming to an end.
May 17, 2026
6 min read
1) Warren Buffett’s Cash Position 2) Fasting Growing ETF Ever 3) 10 Stocks With Huge Insider Buys and more!
May 11, 2026
13 min read
Software, supercars, and rideshare.
May 10, 2026
1) Duolingo’s Growth Collapses 2) AMD’s Bright Future 3) McDonald’s is Everywhere and more!
May 4, 2026
18 min read
The biggest week of earnings season delivered.
May 3, 2026
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
1) Warren Buffett Loves Japan 2) Microsoft’s Stock Plunge 3) GameStop’s Cash Pile and more!
Mar 23, 2026
26 min read
Here is where the first dollar is going.
Mar 22, 2026
15 min read
1) Nvidia Is The Cheapest Mag 7 2) Most Expensive S&P 500 Stocks 3) YouTube’s Remarkable Size and more!
Mar 15, 2026
17 min read
1) Uber Overtakes Tesla 2) Oracle Is Burning Cash 3) Inflation Reaches 5-Year Low and more!
Mar 8, 2026
1) Nvidia Leaped Apple & Microsoft 2) Berkshire’s $373B Cash Pile 3) Anthropic Is Catching Up and more!
Playbooks & Frameworks
Mar 1, 2026
