Articles
The Saturday deep dives, in a version you can read.
The written version of the Saturday deep dives. Same content as the video,
laid out to be read: the data in tables, the sources in plain sight and the
technical terms linked to the glossary.
The ones marked Guide are a different
thing: they do not explain a news story but a question people ask all the time —
what an ETF is, how to read an earnings report, how to invest from outside the
United States. They go up on Wednesdays and are kept current.
GuideWhat an ETF is and how to choose one
August 26, 2026 · Getting started · ETF
The United States is preparing for something before the next shock
August 22, 2026 · Treasury bonds · Oil · Federal Reserve
GuideHow to invest in the US stock market from any country
August 22, 2026 · Getting started · US market
Why Nvidia helps finance the purchase of its own chips
August 15, 2026 · Nvidia · Artificial intelligence · Semiconductors
SpaceX's real problem is not revenue. It is time
August 8, 2026 · SpaceX · Artificial intelligence · Earnings
What if corporate coins ended up financing US debt?
August 6, 2026 · Crypto · Public debt · Regulation
The bill that could transform crypto for good
August 4, 2026 · Crypto · Regulation · United States
The year’s most successful AI fund came apart in three weeks
August 1, 2026 · Hedge funds · Leverage · Artificial intelligence
Japan is about to move the market and almost nobody is watching
July 22, 2026 · Japan · Currencies · Carry trade
The AI debt that does not show up on Big Tech balance sheets
July 21, 2026 · Artificial intelligence · Data centers · Accounting
What if the US is losing the AI race by its own choice?
July 18, 2026 · Artificial intelligence · Data centers · Geopolitics
OpenAI’s biggest challenge may not come from another model, but from the courts
July 16, 2026 · OpenAI · Apple · Legal risk
AI just got another DeepSeek moment
July 11, 2026 · Artificial intelligence · China · Valuations
What if the AI bubble does not start with chips… but with customers?
July 4, 2026 · Artificial intelligence · Margins · Data centres
OpenAI’s listing might not happen this year
June 27, 2026 · OpenAI · IPOs · Artificial intelligence
The companies doubling in price are worrying the market
June 24, 2026 · Leverage · Bubbles · Federal Reserve
SpaceX is about to face a wave of paper it has not seen yet
June 20, 2026 · SpaceX · IPOs · Calendar
Buying SpaceX is not buying rockets
June 18, 2026 · SpaceX · Starship · Investment thesis
The IPO detail that can cost you dearly
June 13, 2026 · IPOs · Getting started · SpaceX
SpaceX will send its price flying, but not necessarily your portfolio
June 6, 2026 · SpaceX · IPOs · ETFs
Berkshire is doing the opposite of the whole market
June 3, 2026 · Berkshire Hathaway · Consumer · Strategy
South Korea does not have a bubble: it has two stocks
May 30, 2026 · South Korea · Semiconductors · Bubbles
SpaceX goes public and shows the problem nobody wants to look at
May 27, 2026 · SpaceX · IPOs · Artificial intelligence
US Treasuries and the echo of 2007
May 23, 2026 · Treasury bonds · Credit · Macro
