August 17, 2026 Berkshire Added $17B to Alphabet Sponsored First a note from Base Camp Trading Hi Friend, Just wanted…
Category: Newsletters
Berkshire Added Big to Alphabet
August 17, 2026 Berkshire Added $17B to Alphabet Sponsored First a note from Base Camp Trading Hi Friend, Just wanted…
The Fed Is Not the Bond Market’s Biggest Problem
August 16, 2026 The Fed Is Not the Bond Market’s Biggest Problem Sponsored First a note from Behind the Markets…
#1 Power Grid Stock Right Now
August 15, 2026 AI Is Filling the Offices It Was Meant to Empty Featured: AI Is Filling the Offices It Was…
The Big IPO Lie
August 15, 2026 WOLF Has 47% Short Interest. Retail Is Buying Anyway. Featured: WOLF Has 47% Short Interest. Retail Is Buying…
More important financial date than iPhone launch?
August 14, 2026 The AI Infrastructure Trade Is Live Featured: The AI Infrastructure Trade Is Live Sponsored Dear Reader, This is…
Musk’s Next $4 Trillion Takeover Target – It’s Stranger than you Think
Alphabet Just Lost Two of Its Best AI Minds in One Week A steep one-day drop, an $84.75B equity raise,…
Oil Near $110, Defense Stocks Breaking Out — Here’s the Trade the Market Is Actually Pricing
Oil Near $110, Defense Stocks Breaking Out — Here’s the Trade the Market Is Actually Pricing The Iran conflict isn’t…
Oil Near $110, Defense Stocks Breaking Out — Here’s the Trade the Market Is Actually Pricing
Oil Near $110, Defense Stocks Breaking Out — Here’s the Trade the Market Is Actually Pricing The Iran conflict isn’t…
SanDisk Is Rewriting the Memory Hierarchy
August 14, 2026 SanDisk Is Rewriting the Memory Hierarchy The $93.9B contract floor answered the cycle question. High Bandwidth Flash…