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EQT Corporation (EQT): A Macro-Driven Play on America’s Natural Gas Supercycle

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This article is sponsored by Career Angel.ai! EQT Corporation (EQT): A Macro-Driven Play on America’s Natural Gas Supercycle The Big Idea: The World’s Next Energy Era Runs on Natural Gas The post-2022 energy landscape has fundamentally changed. Europe learned the cost of underinvestment. Asia still craves reliable baseload fuel. And the U.S.—with its vast shale […]

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Dear Fellow Degenerates of the Disinflation Era

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This article is sponsored by Career Angel.ai! “Dear Fellow Degenerates of the Disinflation Era” (A Highly Serious, Slightly Unhinged Investor Letter for the Remainder of 2025) Dear Readers, Well, well, well. It finally happened. Jerome Powell—our nation’s most reluctant DJ—has started easing the beat. The Fed is trimming rates like a barber with shaky hands, and

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SkyWest, Inc. (SKYW): Why This Regional Airline Has Quietly Dominated the Aviation Cycle

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This article is sponsored by Career Angel.ai! SkyWest, Inc. (SKYW): Why This Regional Airline Has Quietly Dominated the Aviation Cycle The Big Idea: The Regional Airline Nobody Saw Coming While Wall Street obsessed over the big legacy carriers, SkyWest (NASDAQ: SKYW) quietly engineered one of the most impressive turnarounds in modern aviation. Once viewed as a low-margin

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Mortgage Demand Jumps—But 50-Year Loans Could Be the Dumbest “Solution” Yet (And Here’s Who’s Cashing In)

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This article is sponsored by Career Angel.ai! Mortgage Demand Jumps—But 50-Year Loans Could Be the Dumbest “Solution” Yet (And Here’s Who’s Cashing In) The Mortgage Market’s Strange Comeback After months of malaise, mortgage demand just jumped 6% last week, hitting its strongest level since September, according to the Mortgage Bankers Association. Volume is now 30% higher than last year,

Mortgage Demand Jumps—But 50-Year Loans Could Be the Dumbest “Solution” Yet (And Here’s Who’s Cashing In) Read More »

The Pharma Cold War Has Begun: Eli Lilly Dumps CVS After Novo Nordisk Deal

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This article is sponsored by Career Angel.ai! The Pharma Cold War Has Begun: Eli Lilly Dumps CVS After Novo Nordisk Deal Lilly Just Threw the First Punch In a normally buttoned-up industry where every dispute gets wrapped in polished PR language, Eli Lilly just detonated a grenade. The company has officially fired CVS Health’s Caremark

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Why The Mosaic Company (NYSE: MOS) Has One of the Ugliest Business Models in the Commodity World 

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This article is sponsored by Career Angel.ai! Why The Mosaic Company (NYSE: MOS) Has One of the Ugliest Business Models in the Commodity World  The Green Giant With a Brown Balance Sheet Mosaic (NYSE: MOS) is one of the most important fertilizer producers in the world. Its phosphates and potash help feed billions of people

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Why BrightView (NYSE: BV) Has One of the Ugliest Business Models on Wall Street 

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This article is sponsored by Career Angel.ai! Why BrightView (NYSE: BV) Has One of the Ugliest Business Models on Wall Street  Why BrightView’s Business Model Is So Ugly If business models had a beauty pageant, BrightView Holdings (NYSE: BV) would be the contestant who showed up in mud-covered boots, holding a broken leaf blower, with

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THESE STOCKS ARE BUILT FOR THIS ECONOMY: WHY THIS PORTFOLIO IS PERFECTLY POSITIONED FOR THE 2025–2026 MACRO LANDSCAPE

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This article is sponsored by Career Angel.ai! THESE STOCKS ARE BUILT FOR THIS ECONOMY: WHY THIS PORTFOLIO IS PERFECTLY POSITIONED FOR THE 2025–2026 MACRO LANDSCAPE We’re heading into one of the strangest, most bifurcated macro environments in decades. Inflation is cooling but not dead. Rates are finally drifting lower but remain restrictive. Corporate balance sheets

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Union Pacific (UNP): Why This Railroad Is Fundamentally Attractive to Buy Right Now

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This article is sponsored by Career Angel.ai! Union Pacific (UNP): Why This Railroad Is Fundamentally Attractive to Buy Right Now Introduction: A Classic Compounder Hiding in Plain Sight In a market dominated by AI headlines, tech volatility, and shifting macro narratives, it’s easy to forget that some of the best long-term investments come from companies

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Nixon Capital’s 2025 Power Play — A Hedge Fund Betting Big on a Soft Landing

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This article is sponsored by Career Angel.ai! Nixon Capital’s 2025 Power Play — A Hedge Fund Betting Big on a Soft Landing If you’ve ever wanted a peek into how the smart money tries to dance between recession fears and rate-cut dreams, Nixon Capital’s latest 13F filing is basically the jazz routine you didn’t know you needed.

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