Why 5.25% Yields Break Traditional Portfolios
Utilities and REITs are now landmines. The new defensive playbook demands high interest coverage and AI-driven margin defense.
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Monopoly MOAT Research Desk
Independent US research desk covering monopoly-style and economic-moat ETFs with dated, primary-source-led analysis.
36 published analyses
The Quarter-Point Hike That Broke the Carry Trade
The Bank of Japan’s shift from zero rates triggered a leveraged unwind, threatening a structural shift in global capital flows.
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Broadcom’s AI Moat: Credit Lines and Custom Chips
Broadcom’s AI XPV Platform links infrastructure financing to its technology, starting with a $35 billion tranche for Anthropic.
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AI’s $1 Trillion Bet Is Driving Up Real Interest Rates
Mega-cap tech’s AI infrastructure spending is pushing real rates higher, creating a high-stakes opportunity for long-term bonds—if productivity gains materialize.
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Big Tech Earnings and the Algorithmic Profit Machine
How Uber's opaque pricing model illuminates the hidden mechanics behind Alphabet's, Tesla's, and AMD's latest 2026 results.
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Anthropic's IPO: The AI Lab Oligopoly's Stress Test
A $965B private valuation hinges on whether enterprise pricing power can outrun unsustainable inference costs.
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When a Company Becomes a Country's Forecast
Eli Lilly's GLP-1 dominance reveals how a single firm can reshape national growth, equity markets, and economic resilience.
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Magnificent Seven's Dominance Is Now a Drag on the Market
The S&P 500's most concentrated bet in decades is underperforming as AI capex fails to justify valuations.
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AI Venture Gains Are Distorting Mega-Cap Earnings
Non-operating investment gains can widen the gap between reported net income and operating performance. A look at the distinction and the limits of an adjusted comparison.
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