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Explore Our Latest Operations and Observations


What We Learned This Week
Musk Headed Back to Austin: We got a good look this week at how the current global environment is weighing on Tesla’s business—and the...
Apr 243 min read


What We Learned This Week
Nvidia is in a Tough Spot: Nvidia has had a tough run lately. After dominating markets as the undisputed leader of the AI boom, the...
Apr 173 min read


What We Learned This Week
Tariffs Paused for 90 Days: In a week dominated by headline after headline on tariffs, markets finally got a bit of relief on Wednesday....
Apr 103 min read
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