Soft Landing GDP "Bros" Are In La La Land

Why the soft landing club is getting real GDP expectations widly wrong

Trading Strategy Beat the S&P, QQQ, & DIA in 2022

How an embarrassingly simple trading strategy beat the S&P by 14 percentage points in 2022

IPO Notes: Interactive Strength (TRNR)

A fitness IPO that's grabbed our attention for all the wrong reasons

The Ticking Time Bomb No One Is Talking About

The over $1.7 trillion, trillion with a "T", powder keg

CGC Portfolio Position Update #2

Changes made to our portfolio as of the end of January

A Most Volatile Year

This level of volatility is the highest it's been in at least 10 years

The Disconnect Between Reality and Perception in Cannabis

Business level fundamentals have only improved but the market doesn't care anymore

Winter is Coming

Empty Words. Empty Promises. Exert Patience.

CGC Portfolio Position Update #1

Changes made to our portfolio as of the end of November