Articles

The Great Yield Migration: How Fed Policy is Reshaping Income Investing in 2025

42m ago
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Julian West
The Great Yield Migration: How Fed Policy is Reshaping Income Investing in 2025 - Article cover image

Deckers Outdoor: A Structural Re-rating Case After a 50% Correction

1h ago
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Julian West
Deckers Outdoor: A Structural Re-rating Case After a 50% Correction - Article cover image

Life360's Platform Transformation: A Structural Shift in Family Safety

1h ago
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Julian West
Life360's Platform Transformation: A Structural Shift in Family Safety - Article cover image

Market Structure Analysis: Navigating the December 2025 Crossroads

1h ago
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Julian West
Market Structure Analysis: Navigating the December 2025 Crossroads - Article cover image

Diamond's Liquidation: A Structural Reset for the Comic Distribution Ecosystem

2h ago
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Julian West
Diamond's Liquidation: A Structural Reset for the Comic Distribution Ecosystem - Article cover image

Why a Macro Strategist Sold a 77% Winner: The Capital Allocation Imperative in a High-Rate World

2h ago
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Julian West
Why a Macro Strategist Sold a 77% Winner: The Capital Allocation Imperative in a High-Rate World - Article cover image

Decoding Coles Group's 38% Undervaluation: A Structural Analysis

2h ago
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Julian West
Decoding Coles Group's 38% Undervaluation: A Structural Analysis - Article cover image

Epstein Files: A Structural Test of DOJ Compliance and Political Risk

2h ago
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Julian West
Epstein Files: A Structural Test of DOJ Compliance and Political Risk - Article cover image

Galaxy Digital's 40% Plunge: A Structural Bet on AI Infrastructure vs. Crypto Volatility

3h ago
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Julian West
Galaxy Digital's 40% Plunge: A Structural Bet on AI Infrastructure vs. Crypto Volatility - Article cover image

Nvidia's 2026 Thesis: Structural Dominance vs. Valuation Reality

4h ago
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Julian West
Nvidia's 2026 Thesis: Structural Dominance vs. Valuation Reality - Article cover image

Cipher Mining's Infrastructure Thesis: From Speculative Bet to Scale-Driven Play

5h ago
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Julian West
Cipher Mining's Infrastructure Thesis: From Speculative Bet to Scale-Driven Play - Article cover image

The Smartest Retirees Have Contingency Plans for These 3 Things

6h ago
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Julian West
The Smartest Retirees Have Contingency Plans for These 3 Things - Article cover image

Bitcoin vs. Dogecoin: A Structural Analysis of Long-Term Value

7h ago
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Julian West
Bitcoin vs. Dogecoin: A Structural Analysis of Long-Term Value - Article cover image

Mapping the $5 Trillion Club: A Structural Analysis of Microsoft's Ascent

7h ago
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Julian West
Mapping the $5 Trillion Club: A Structural Analysis of Microsoft's Ascent - Article cover image

Netflix's 5-Year Trajectory: From Global Scale to Profitability Re-Rating

8h ago
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Julian West
Netflix's 5-Year Trajectory: From Global Scale to Profitability Re-Rating - Article cover image

Epstein Files: The Financial System's Hidden Vulnerabilities Exposed

8h ago
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Julian West
Epstein Files: The Financial System's Hidden Vulnerabilities Exposed - Article cover image

Structural Case for Vanguard's Growth ETFs: Assessing the 2026 Outperformance Thesis

8h ago
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Julian West
Structural Case for Vanguard's Growth ETFs: Assessing the 2026 Outperformance Thesis - Article cover image

SPX Elliott Wave Structure: Assessing the Post-Correction Rally's Durability

8h ago
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Julian West
SPX Elliott Wave Structure: Assessing the Post-Correction Rally's Durability - Article cover image

Ford and GM: The Strategic Pivot from Subsidy-Dependent Growth to Hybrid-Centric Profitability

9h ago
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Julian West
Ford and GM: The Strategic Pivot from Subsidy-Dependent Growth to Hybrid-Centric Profitability - Article cover image

Sandisk's Price Surge: A Structural Shift in NAND or a Speculative Rally?

9h ago
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Julian West
Sandisk's Price Surge: A Structural Shift in NAND or a Speculative Rally? - Article cover image

Fluor's Strategic Exit from China: The Zhuhai Yard Divestment as a Sign of Deeper Portfolio Shift

10h ago
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Julian West
Fluor's Strategic Exit from China: The Zhuhai Yard Divestment as a Sign of Deeper Portfolio Shift - Article cover image

The Elf Effect: A Macro Strategist's Guide to the Enduring Cost of Living Crisis

10h ago
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Julian West
The Elf Effect: A Macro Strategist's Guide to the Enduring Cost of Living Crisis - Article cover image

Bath & Body Works: A Valuation Reset After a 48% Decline

11h ago
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Julian West
Bath & Body Works: A Valuation Reset After a 48% Decline - Article cover image

Where Will Broadcom Stock Be in 1 Year? A Structural Analysis of AI Momentum vs. Valuation Reality

13h ago
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Julian West
Where Will Broadcom Stock Be in 1 Year? A Structural Analysis of AI Momentum vs. Valuation Reality - Article cover image

PEXNY's Dividend Risk: A High-Yield Trap Masking Parent Company Weakness

15h ago
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Julian West
PEXNY's Dividend Risk: A High-Yield Trap Masking Parent Company Weakness - Article cover image

The Macro Case for Ethereum: Institutional Tokenization as a Settlement Layer

15h ago
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Julian West
The Macro Case for Ethereum: Institutional Tokenization as a Settlement Layer - Article cover image

The Mining Exodus: How the AI Pivot is Reshaping a $60 Billion Industry

16h ago
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Julian West
The Mining Exodus: How the AI Pivot is Reshaping a $60 Billion Industry - Article cover image

Billionaires Sell Amazon Stock and Buy a Quantum Computing Stock Up 3,050% Since 2023

16h ago
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Julian West
Billionaires Sell Amazon Stock and Buy a Quantum Computing Stock Up 3,050% Since 2023 - Article cover image

Russia's Economic Strain: A Calculated Stance on Negotiations

16h ago
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Julian West
Russia's Economic Strain: A Calculated Stance on Negotiations - Article cover image

Decoding Fresenius's Capital Allocation: A ROIC Reality Check

16h ago
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Julian West
Decoding Fresenius's Capital Allocation: A ROIC Reality Check - Article cover image