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156 summaries to explore · Excess Returns

Technology & AI

Easy Bubble. Insane Bet. Who Gets Fired? | Six Things We Learned This Week

Money & Markets

We Asked GMO’s Head of Asset Allocation Why This Bubble is Easy — But Investors Will Get it Wrong

Technology & AI

He Wrote the Book on 100-Baggers | Chris Mayer on SpaceX, AI Reckoning, and Why Early Is Overrated

Money & Markets

Expensive Market. Record Issuance. Can the Story Still Hold It Up? | 6 Things We Learned This Week

Technology & AI

The $2 Trillion Trapdoor | Tobias Carlisle on SpaceX, the AI Buildout, and the Rotation No One Sees

Technology & AI

The Trillion Dollar Gap | Aswath Damodaran on SpaceX, AI and the Big Market Delusion

Money & Markets

The $700 Billion Shift | Andy Constan on What Happens When Buybacks Turn into Issuance

Technology & AI

When the Fire Hose Meets the Megatrend | 4 Things That Surprised Us This Week

Money & Markets

We Asked an Options Expert What Happens When the Largest IPO in History Meets a Massive OPEX

Technology & AI

The Signs Were All There | Mike Green on When Passive Flows Meet the Largest IPO in History

Technology & AI

We Asked Vanguard's Chief Economist Why AI Has Two Huge Tails — And Which One Wins

Money & Markets

The $1.75T IPO No One Can Price | 6 Things That Surprised Us This Week