Burry Disconnect
Where is the money coming from? It’s the question Karen and I had down in Cabo ahead of Thanksgiving as we observed the hillsides overlooking the Sea of Cortez now festooned with elegant homes. It wasn’t that way the last…
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Happy Thanksgiving
We bid November 2025 goodbye and we say hello to a tryptophan high (yes, that rhymes on purpose). You EDGE subscribers, our next live Discussion is Thu Dec 4. Brian Wilson will lead it. I’ll be in San Antonio for…
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The Bottleneck
“The business continues to hit on all cylinders,” said Uber’s CEO yesterday. The stock declined. Palantir beat expectations, raised guidance, what we call in the industry a “beat and raise.” The stock fell about 8%. Demand, our 10-point sentiment…
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Beating the Odds
If you beat across the board, why does your stock fall? For those unaccustomed to earnings season jargon, I’m referring to exceeding the expectations of Wall Street analysts for revenue and earnings and other metrics. The kicker is raising guidance…
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Rounding Lots
At 9:45am eastern time September 20, the Nasdaq declared Self-Help against the Nasdaq BX. September 20 was a Saturday. Relax. It was a test. We saw a bunch last week. If you want to know about the Nasdaq BX, well,…
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Reason Why
Willie Nelson said the air was full of melodies. You reach out and pluck one. I don’t have that gift. My mind though is always reaching for ideas hanging like Palisade peaches in August. Let me give you this week’s…
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Odd Man Out
I was the odd man out. I joined over a hundred investor-relations colleagues in Dallas last week for the NIRI Southwest Regional Conference (great work, chapter team led by Brook Wooton!). I was the only person talking about the trend…
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Tomorrow’s Beta
Today’s alpha is tomorrow’s beta. That’s a line I read in a Bloomberg story (subscription required) about hedge fund Schonfeld, whose 38-year-old CEO Ryan Tolkin is reported to have said it. Schonfeld is a multi-strategy hedge fund with about $14…
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Human Nature
Tell them it’s human nature, sang Jacob Collier. Well, Michael Jackson crooned that in 1982 under the tutelage of Quincy Jones. At the Denver Botanic Gardens Jul 28, musical savant Jacob Collier who Quincy Jones championed played Michael Jackson’s Human…
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Does Anybody Know?
Stage 16 of the Tour de France yesterday raced up Provence’s forbidding Mont Ventoux, and nobody displaced the wearer of the Maillot Jaune, the yellow jersey, Tadej Pogacar (po-GOT-cher), the Scottie Scheffler of cycling. I rode Mont Ventoux in 2013,…
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