Introducing the world's first chapters for earnings calls.
Scan calls for topics you're interested in, and jump straight to what matters.
Now available on iOS for all new earnings calls. Android and full backlog coming shortly.
Posts by Andres Sehr
Gold finally paying off for those who bought in 1500.
How it started. How it’s going.
Can someone add me to the Signal group where they pass on insider knowledge before Trump’s announcements? Thx.
Art of the Deal. Minus any deals.
How it started and how it’s going.
Has anyone in the US business community said anything about these tariffs? Are they so scared?
VIX above 40 is usually a blazing buy signal.
Worst days, so far.
I just found out that the Heard and McDonald Islands were massive sources of fentanyl into the US!
Thankfully there's at least one company's valuation that Trump cares about.
One of the few stocks that are in the green today is the feature of our latest Edge piece.
Quartr's deep dive on Floor & Decor drops soon.
Take a step back from the daily craziness and give this a read.
quartr.com/edge
These are the correct priorities.
The Nasdaq has only had back-to-back 5%+ declines three times in its history:
10/19 and 10/20/1987
3/9 and 3/12/2001
11/19 and 11/20/2008 And now...
4/3 and 4/4/2025
Unhappy with missing his previous record, Trump is gunning for it again today.
Wondering if there are other examples of (non-fed) policy decisions that smacked down the markets so hard? Liz Truss comes to mind. Some of China's actions on tech. But hard pressed to think of anything in the US where things reacted so poorly?
"Politics is the art of looking for trouble, finding it whether it exists or not, diagnosing it incorrectly, and applying the wrong remedy."
Then again. If you're buying Rolexes you probably don't care.
If you're in the market for say a new Rolex it'll be cheaper now to just fly to Switzerland and buy it there.
Powell said "transitory". 🫣
"Photo Booth" is only on a Mac to annoy you when you're trying to open "Photos". Right?
I might be biased. But Edge is one the most premium deep dives into companies around. Happy 50!
Trade war update.
Mineral deal back on! What does that mean? No one knows. But don’t touch that dial. Tomorrow’s episode of ‘The Apprentice: Geopolitics Edition’ is sure to be a ratings hit (or a total trainwreck).
Trump really needs to brush up on his Hawley–Smoot Tariff history.
It can always get dumber.
Smart to ask for an immediate truce. Puts the ball in Trump/Putin’s corner.
Dougie getting serious.
ONTARIO TO ISSUE 25% EXPORT TAX ON ELECTRICITY TO US: WSJ