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Robots, Beer, and Buffett’s Broken Merger

Sep 2, 2025

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9 min read

Robots, Beer, and Buffett’s Broken Merger

2025 isn't proving to be a year of comfort, is it?

Dio Pouerie
Dio Pouerie
A holiday pause before the stress test starts

Sep 1, 2025

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3 min read

A holiday pause before the stress test starts

Labor Day offers calm, but ISM, payrolls, and tech earnings will drive the tape starting Tuesday.

Looking for an angle that gives you a 50-hour head start?

Aug 31, 2025

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11 min read

Looking for an angle that gives you a 50-hour head start?

Deloitte's #1 fastest-growing software company isn't what Wall Street thinks. It's B2B infrastructure disguised.

Dio Pouerie
Dio Pouerie
Farmers feel the pinch, Spirit relapses & Kraft reorganizes

Aug 29, 2025

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10 min read

Farmers feel the pinch, Spirit relapses & Kraft reorganizes

Airlines, industrials, and food giants show how fragile optimism looks when margins tighten.

Dio Pouerie
Dio Pouerie
Watch out - this rally isn't what it seems...

Aug 28, 2025

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10 min read

Watch out - this rally isn't what it seems...

Defensive sectors are driving the “healthy” move. This isn’t expansion—it’s a hedge.

Dio Pouerie
Dio Pouerie
Why Nvidia's $46B beat is Google's $20B nightmare

Aug 27, 2025

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11 min read

Why Nvidia's $46B beat is Google's $20B nightmare

Is the surge in AI demand accelerating the search antitrust timeline everyone forgot about?

Dio Pouerie
Dio Pouerie
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