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Yesterday’s Investment Playbook No Longer Works
How debt, inflation and higher interest rates are reshaping the investment landscape
Sep 3
•
James Emanuel
21
2
2
I Used A Dating App To Pick My Stocks: Here’s What Happened
This Is Why Warren Buffett Never Uses Dating Apps
Sep 2
•
James Emanuel
16
4
1
August 2026
What Data Platform Would I Recommend?
Which are the best Financial Data Platforms for Investors in 2026?
Aug 28
•
James Emanuel
12
2
A.I. Bottlenecks: First Memory, Now This!
The next AI bottleneck will not be chips, it will be power.
Aug 27
•
James Emanuel
20
1
2
Debt Fueled AI Boom: Showing Signs of Stress
Increasing Debt Issuance And Rapidly Rising Rates: A Dangerous Combination
Aug 19
•
James Emanuel
18
1
S&P500 Net Margins Soar +370bp; A.I. Productivity Gains, Or Something Else?
The AI Revolution Is Distorting Market Data. Take Care Not To Model The Wrong Numbers
Aug 15
•
James Emanuel
28
5
1
July 2026
Royalty King: Universal Music Group
When It's Raining Gold, Put Out A Bucket!
Jul 31
•
James Emanuel
27
19
2
Data Centers Keep Wall Street Awake At Night
Americans Don't Want Data Centers In Their Backyard. Investors Don't Want Them On Their Balance Sheet. But Here We Are, Data Centers Appearing…
Jul 30
•
James Emanuel
29
8
1
Spending the Kids' Inheritance: SAGA Plc
The Ultimate High-Convexity Equity Stub: When a highly leveraged turnaround pays down debt, the mathematical reality for shareholders can be explosive.
Jul 21
•
James Emanuel
19
1
1
Stripe Acquiring PayPal? Why This? Why Now?
Is this the beginning of Consolidation in the Payments Sector?
Jul 17
•
James Emanuel
37
5
4
Two Markets. Two Realities. One Reckoning.
Record-high equities, rising bond yields, geopolitical conflict and falling gold demand aren't supposed to coexist. Markets are pricing two completely…
Jul 14
•
James Emanuel
19
4
1
Red Teaming The AI Investment Thesis
Testing Strength Through Strategic Attack; Uncovering Weaknesses
Jul 8
•
James Emanuel
37
6
8
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