The Case For Investing in Oil in 2026
In this video, I break down why the global energy market is currently defined by a profound dislocation between narrative and fundamentals.
Personal Superintelligence and the $135 Billion Bet: An Analysis of Meta’s 2025 Results
Meta’s beats Q4 2025 earnings, plans a massive $135 billion AI infrastructure spend for Mark Zuckerberg’s Personal Superintelligence vision.
Steel Dynamics’ $2.5B Bet is About to Start Paying Off
Steel Dynamics’ $2.5 billion aluminum investment turns profitable, diversifying earnings beyond traditional steel.
