Market Updates
Apple of the market’s eye
21 years in the QQQs is a long time, illuminating the problem.
A noodle stretching event
It’s all creative stretching of noodles on the event horizon.
Wiley can spin up
Spintronics comes to mind for publishing industry viewing.
Flying Jefferson airlines
Hostility towards tyranny over the mind is the keystone.
Foundation for entanglement
Conceptual models form the foundation for entanglement.
Value in degrees of freedom
Degrees of freedom determine one’s optionality in the flux.
Lost in translation
Sensitivity to initial conditions guides translating the future.
Metamorphosis of the media
Who will capture the 288 million subscriber opportunity?
Gold is eyeing a breakout
Large resource discoveries offer upside asymmetry in gold.
Top sector to stay in the flow
The duration of the upcycle is likely to surprise the market.
Eyeing opportunities with the “DuPont Factors” lens
The DuPont Factors illuminate the opportunity set.
The upside down
Mr. Market is a price taker today on liquidity grounds alone.