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The Fed Pumps the Brakes (Kind Of) While Netflix Splits Its Stock and Washington Falls Apart
The last week in finance has been a masterclass in “wait, what?”
Nov 8
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Waver
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Short Q3 2025 update on one company: Sailing Smoothly on LNG Waves!
Q3 2025 update is in, and things are looking lively in the LNG sea!
Nov 5
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Waver
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Record Highs, Record Risks? What History Tells Us About Investing at All-Time Highs
The Dow just closed above 47,000 for the first time in history. The S&P 500 is sitting at a fresh all-time high of 6,792. The Nasdaq? Also hitting…
Nov 1
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Waver
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October 2025
Winners and Losers: Who Gains Most in a Lower-Rate World?
The Dow just smashed through 47,000 for the first time ever, inflation came in cooler than expected at 3.0%, and the Fed’s got the rate-cut machine…
Oct 29
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Waver
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Brookfield Corporation: The Complex Canadian Conglomerate
How a Closer Look at Cash Earnings Unveils a Hidden Growth Story
Oct 24
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Waver
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Cracks in the Wall Street Super cycle: Is Europe’s Time Finally Here?
After 15 years of American market dominance, something interesting is stirring across the pond.
Oct 22
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Waver
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The Great Banking Bonanza: Why Wall Street’s Q3 Report Cards Matter More Than Your Morning Coffee
Spoiler alert: Your portfolio might care more about Jamie Dimon’s mood than your caffeine levels
Oct 17
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Waver
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ASML Q3 2025: When AI Dreams Meet China Reality
This morning ASML released their Q3 earnings, and there is some interesting data
Oct 15
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Waver
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7 Stocks, 55% of All Gains: Apollo’s Shocking Data on S&P 500 Concentration
Remember when your mom told you not to put all your eggs in one basket? Well, it turns out the S&P 500 didn’t get that memo.
Oct 10
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Waver
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Charging More, Earning More: 2 of our holdings Plays That Actually Work
Last week 2 of our companies declared some interesting informations for the future.
Oct 3
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Waver
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September 2025
Q3 2025 Letter – A humble Quarter
Falling behind this time, but still running the marathon
Sep 27
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Waver
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Our Checklist for Building a Rock-Solid Income Portfolio
Introducing Our YSL (Yield, Stability, Linearity) Framework for Quality Income
Sep 19
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Waver
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