Independent thinking for complex markets and current events
Walmart: $489 million Coca-Cola: $186 million McDonald’s: $91 million Home Depot: $85 million Nvidia: $56 million Microsoft: $42 million Oracle: $41.7 million Amazon: $35 million Apple: $30 million Cisco: $19.7 million Disney: $17.3 million Adobe: $14.6 million AMD: $7.4 million Netflix: $7.3 million Costco: $6.3 million FedEx: $5 million Starbucks: $4 million Tesla: $3.7 million …
Chamath’s SPAC is back. Again. “American Exceptionalism Acquisition Corp.” just raised $250 million. No warrants. No rights. Only speculative heat. Founder shares vest only if the stock price jumps 50 percent. That is not discipline. That is bait. https://www.newswire.lk/2025/08/19/chamath-palihapitiya-launches-new-spac-targeting-ai-and-energy/ Sam Altman’s warning barely registers. “Are we in a phase where investors as a whole are …
If we are at the beginning or middle of a bull market like some here say, then why are there so few new public offerings? The lack of IPOs is one of the biggest tells that we are at the end of the cycle. 👇🏼 pic.twitter.com/GXkpY1AI1T — Kalani o Māui (@MauiBoyMacro) December 18, 2024 Dial …