Resources

Daily art and market appreciations, research, and product notes.

art

Wanderer above the Sea of Fog — Caspar David Friedrich →

Composition II in Red, Blue, and Yellow — Piet Mondrian →

Migrant Mother — Dorothea Lange →

The Kiss — Gustav Klimt →

Café Terrace at Night — Vincent van Gogh →

The Great Wave off Kanagawa — Hokusai →

Girl with a Pearl Earring — Vermeer →

finance

Meta Compute: One Report Repriced the AI Compute Market →

Micron Up 240%, Nvidia Up 15% — Same AI Story, Different Winner →

A Stock's Price Tag, Not Its Size, Just Won a Dow Seat →

Hormuz Eases, Oil Falls From $126 to $72: A Great Energy Unwind →

Trump Accounts Go Live· $1,000 for Every U.S. Newborn →

Rate cuts are off — a Fed HIKE is back on the table (Warsh's hawkish turn) →

The Great Rotation: Dow Hits a Record While Tech Slides →

Research

Coming soon.

Aquila

Coming soon.