Feb

15

Razor's Edge: Market Commentary

Feb 15, 2024

2 min read

Feb

11

Razor's Edge: Macro Mania Musings

Feb 11, 2024

6 min read

Feb

09

Razor's Edge: Snap/Pins/AI

Feb 9, 2024

6 min read

Feb

06

Razor's Edge: Snap Initial Thoughts

Feb 6, 2024

2 min read

Feb

06

Razor's Edge: Snap Thoughts

Feb 6, 2024

4 min read

Feb

02

Razor's Edge: Meta Blast

Feb 2, 2024

1 min read

Jan

30

Razor's Edge: BigTech/Online Advertising

Jan 30, 2024

3 min read

Jan

26

Razor's Edge: Boeing, Google Lumiere

Jan 26, 2024

2 min read

Jan

19

Razor's Edge: China Is Uninvestable??

Jan 19, 2024

5 min read

Jan

17

Razor's Edge: Boeing and Regulatory Capture in Capitalism

Boeing down another 8% yesterday with a whole mish mash of noise from new FAA requests, a Wells Fargo downgrade,

Jan 17, 2024

8 min read