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What's really moving these markets
Andrew Horowitz

Are you a penguin or ostrich in this market?

Andrew Horowitz warns against joining the bearish bandwagon... highlights some bargains in the current market... and asks an important question: Are you a penguin or an ostrich? Plus, why bank earnings aren’t as bad as they seem.

After 12 years… numbers finally matter

Earnings are in for Netflix, UPS, and ExxonMobil… How “green energy” will push oil higher… Is Spotify a buy amid Joe Rogan’s COVID drama? … And why Meta’s move to end its stablecoin is great for one crypto banker.