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2024 Predictions
Because it's fun!
Jan 9
•
Zack Morris
2
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2024 Predictions
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The AI Investment Supercycle
The next stock market "bubble" is staring you right in the face
Nov 30, 2023
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Zack Morris
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The AI Investment Supercycle
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Yellen Claus Saves Christmas
All Eyes Turn Toward RRP Drain
Nov 3, 2023
•
Zack Morris
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Yellen Claus Saves Christmas
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Sunday Dump
Stocks Fall, Bonds Plummet, Gold and Bitcoin Rally, Upcoming Catalysts
Oct 22, 2023
•
Zack Morris
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Sunday Dump
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Sunday Dump
XPOF, tZERO
Mar 12, 2023
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Zack Morris
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Sunday Dump
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Sunday Dump
Zoom, Stacks (STX)
Mar 5, 2023
•
Zack Morris
2
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Sunday Dump
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MSGS: The Knicks Are About To Get Marked To Market
Phoenix Suns for Sale, New TV Rights Deal on the Horizon
Oct 20, 2022
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Zack Morris
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MSGS: The Knicks Are About To Get Marked To Market
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Palantir: The Defense Contractor for the 21st Century
In viewing Palantir purely through an investment lens, sometimes it's best not to overthink it: Palantir's largest customer is the largest customer in…
Sep 23, 2022
•
Zack Morris
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Palantir: The Defense Contractor for the 21st Century
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Part 2: Replacing Stock with Options + Cash
And How to Leverage your Brokerage Account for a Free Loan
Jun 7, 2022
•
Zack Morris
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Part 2: Replacing Stock with Options + Cash
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All of the Reward and None of the Risk*
Replacing equity exposure with options + USDC on Voyager
Jun 3, 2022
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All of the Reward and None of the Risk*
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Zoom Earnings Follow-Up
Last week Zoom (NASDAQ: ZM) reported Q4 and FY 2022 results. In their prepared remarks, they communicated a change in reporting metrics going forward…
Mar 8, 2022
•
Zack Morris
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Zoom Earnings Follow-Up
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Quick follow-up on Peloton
Hope everyone enjoyed a nice three day weekend. I just wanted to follow-up on the discussion of Peloton’s unit economics with a link to an aptly timed…
Feb 23, 2022
•
Zack Morris
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Quick follow-up on Peloton
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