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Apple Added $4.3 Trillion Under Tim Cook
Sep 06, 2026

Apple Added $4.3 Trillion Under Tim Cook

Apple was worth $349 billion when Tim Cook became CEO and it was worth $4.66 trillion when he stepped down Monday.

Jacob Radke
Earnings Grew in Ten of Eleven Sectors
Aug 30, 2026

Earnings Grew in Ten of Eleven Sectors

A war in the Gulf and a construction boom produced most of the quarter's profit growth.

Jacob Radke
The Highest in 19 Years
Aug 23, 2026

The Highest in 19 Years

The 30-year Treasury yield is the highest it has been since 2007.

Jacob Radke
M&A and IPOs Lead Banks Higher
Aug 16, 2026

M&A and IPOs Lead Banks Higher

The six biggest U.S. banks have beaten the U.S. market.

Jacob Radke
The AI Trade That Cost $45 Billion
Aug 02, 2026

The AI Trade That Cost $45 Billion

The index finished July almost exactly where it started, yet two sides of the biggest trade of the year moved about fifty points apart.

Jacob Radke
-$5.9 Billion
Jul 26, 2026

-$5.9 Billion

Alphabet's free cash flow went negative for the first time in it's public company history. Not because the business is shrinking, but because it's spending.

Jacob Radke
The Cash Flow Handoff
Jul 12, 2026

The Cash Flow Handoff

The companies spending hundreds of billions on AI are watching their free cash flow disappear, but it's moving somewhere very specific.

Jacob Radke
What the First Half Says About the Second Half
Jul 05, 2026

What the First Half Says About the Second Half

The S&P is up 9.6% through June. In the 53 years the first half finished green, the second half followed three times out of four, averaging a 6.2% gain.

Jacob Radke
All the Flows Went to One Sector
Jun 28, 2026

All the Flows Went to One Sector

Since the March low, eleven sectors took in $19 billion. One of them took more than that by itself.

Jacob Radke
SpaceX Created 4,400 Millionaires
Jun 14, 2026

SpaceX Created 4,400 Millionaires

SpaceX began trading Friday as the largest IPO in American history.

Jacob Radke
What AI Actually Did to Software Jobs
Jun 07, 2026

What AI Actually Did to Software Jobs

Software development job postings bottomed in May 2025, then they rebounded.

Jacob Radke
The Companies That Own the Data
May 31, 2026

The Companies That Own the Data

There are two kinds of companies in AI right now: the ones that create proprietary data no frontier model has ever seen, and the ones that run on data their customers upload. One group has compounded that advantage for three years.

Jacob Radke
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Actionable strategies to build wealth a better way. The newsletter for discerning High Net Worth individuals, in 5 minutes a week. Written by a third gen wealth manager with $200m in AUM.

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Actionable strategies to build wealth a better way. The newsletter for discerning High Net Worth individuals, in 5 minutes a week. Written by a third gen wealth manager with $200m in AUM.

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