Freshness policyThese fixed URLs are refreshed when material market developments create a useful research angle. The goal is current, decision-relevant education—not publishing filler simply to create another page.
Updated November 12, 2026
Forward P/E compresses to 17.7x as 10‑year nears 5% after October CPI (Nov 10)
After October CPI and a near‑5% 10‑year, stocks bounced but multiples tightened. Here’s how to translate the latest macro and earnings math into valuation work now.
Read current analysis →Updated November 12, 2026
Berkshire Hathaway Q3 (Nov 7): $9.6B buybacks, BNSF strength, softer insurance underwriting
What changed in Berkshire’s Q3: heavy repurchases, BNSF revenue tailwinds, lower investment income, and mixed underwriting. Here’s the segment math to update now.
Read current analysis →Updated November 12, 2026
October CPI firm; markets tilt to a December hike as the 10‑year hovers near 5%
Headline CPI rose 0.4% m/m and core 0.3% m/m in October. Payrolls stayed solid. Here’s how those data points should change discount‑rate and cash‑flow assumptions.
Read current analysis →Updated November 12, 2026
Nvidia board opens inquiry (Nov 8) with earnings due Nov 17: separating demand, supply, and governance risk
A board investigation and a key earnings date collide. Here’s how to frame revenue quality, capex, HBM constraints, China exposure, and valuation scenarios now.
Read current analysis →
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