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The S&P 500 Is Fine. Your Portfolio Isn't. That's Normal.
On the strange comfort of a market that has quietly become a one-stock show
Jun 26
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Waver
1
1
One Position Instead of Two: The Moat Upgrade
Why I swapped Kinsale and Apollo for Mastercard
Jun 12
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Waver
2
1
May 2026
The Inflation Stowaway: Why $100 Oil Changes Everything for 2026
Your portfolio was built for a world that probably no longer exists.
May 29
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Waver
2
1
[Portfolio] Brookfield Corporation Q1 2026
Same machine, better price, new catalysts. The discount just got wider and the reasons for it just got thinner.
May 22
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Waver
1
1
The Invisible Real Estate Boom Nobody Invited You To
Your Amazon delivery is quietly building one of the most boring, profitable infrastructure plays of the decade. Wall Street noticed. You probably…
May 15
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Waver
2
1
Blackrock May 2026 Report
Most investors look at BlackRock (BLK) and see an ETF factory.
May 13
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Waver
1
Blackstone Just Paid 18x EBITDA for Part of This Company. The Rest Trades at Nearly Nothing
Author of Investing with Eagles, Investing in the plumbing of global finance. Insider analysis on Fintech, Payments & Data. Ultra-concentrated portfolio…
May 8
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Waver
1
1
[AXP,KNSL] Two Machines, Two Methods, One Playbook
American Express and Kinsale Capital both reported Q1 2026 earnings last week. Neither needed to shout. Here's what the numbers actually say.
May 1
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Waver
4
2
April 2026
Opening the Vault: 6 Premium Deep-Dives Now Unlocked 🔓
I’ve decided to make a major strategic shift to focus 100% on growing this community. To celebrate, I am unlocking my deep-dive archives.
Apr 29
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Waver
1
2
Brookfield Corporation ($BN)
This standalone dossier represents the complete institutional research compiled by Waver.
Apr 26
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Waver
1
Q1 2026 Earnings Synthesis: BlackRock & Vusion
Alpha in the Footnotes: Why BlackRock and VusionGroup are Beating the Street While the Market Looks the Other Way
Apr 24
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Waver
1
1
The Float Business: How the Best Companies Get Paid Before They Do Any Work
And why understanding this one concept could change every stock you ever look at
Apr 22
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Waver
4
1
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