MEMORANDUM
MEMORANDUM TO: The Bull Case FROM: The Data DATE: June 5, 2026 RE: We need to talk I've been patient. You've had your run — nine consecutive winning sessions on the S&P…
Topics
The Buyback Is Dead. Long Live the Dilution.
The Buyback Is Dead. Long Live the Dilution. A stream of consciousness from somewhere on the buy side, Tuesday afternoon, June 2. Okay. So Alphabet just announced it's raising…
Trametes cubensis.
Bismillahir Rahmanir Rahim, Hello my dear friends, good morning, My sincere greetings and greetings to all. How are you all? I hope you are all well and healthy.…
The Market Is Choosing Its Religion
The Market Is Choosing Its Religion Somewhere between a war in the Middle East and a Jensen Huang product reveal, equity markets made a philosophical choice this week. They…
Virtualgrowth
Virtual growth an idea in whatever it may be. May head out to a CryptoMondays tonight to have fun and some networking. Share less here that I have in the past. Still have…
On the Occasion of Kevin Warsh Inheriting Someone Else's Inflation
MEMO: On the Occasion of Kevin Warsh Inheriting Someone Else's Inflation TO: The Market FROM: History RE: What you're about to find out DATE: June 1, 2026 Let's be…
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