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10-Year Treasury
+3
Oct 28, 2026
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2 min read
The empirical relationship between rates and valuations, focusing on changes rather than absolutes, and identifying today's winners
ROIC
+4
Oct 21, 2026
Waiting for a multi-trillion-dollar AI economy, the meteoric rise of OpenAI and Anthropic, and Sam Altman's tempered outlook
CapEx
+2
Oct 14, 2026
Micron's soaring free cash flow, the risk of under-investing, and the delayed earnings headwind
Warren Buffett
Oct 7, 2026
The chip sector's outperformance, Warren Buffett's conviction, and where the value might ultimately accrue
