Archive

All Posts

Lloyd Blankfein Just Told You Where the NextProblem Is

/

Mar 9, 2026

Lloyd Blankfein Just Told You Where the NextProblem Is

AI Isn't Killing Jobs. It's Just Not Creating New Ones.

/

Mar 8, 2026

AI Isn't Killing Jobs. It's Just Not Creating New Ones.

The Economy That Keeps Disappearing

/

Mar 6, 2026

The Economy That Keeps Disappearing

The Biggest Beat Nobody Cared About: Wall Street Reacts to NVDA

/

Feb 26, 2026

The Biggest Beat Nobody Cared About: Wall Street Reacts to NVDA

Software Stocks Are Crashing. Now What?

/

Feb 22, 2026

Software Stocks Are Crashing. Now What?

AI’s Adtech Moment

/

Dec 31, 2025

AI’s Adtech Moment

Why Better Models Don't Win

/

Dec 29, 2025

Why Better Models Don't Win

The K-Shaped Economy Isn’t About Income. It’s About Cushion.

/

Dec 26, 2025

The K-Shaped Economy Isn’t About Income. It’s About Cushion.

Nike’s quarter beat estimates, but the selloff makes sense

/

Dec 19, 2025

Nike’s quarter beat estimates, but the selloff makes sense