🚨 Schwab just quietly rolled out fractional share trading to financial advisors — no fanfare, no press tour, just a huge unlock for SMAs. Nick and Ethan break down why this is a bigger deal than it…
🚨 Fed Chair Warsh's Jackson Hole speech — delivered on his 100th day in office — moved rate-hike odds by 20% in just 30 minutes. That's the surprise nobody was pricing in.This week Nick & Ethan break…
Wolf of Wall Street is more fiction than fact — but Nick's #2 pick nails 2008 almost too well. 🎬📉 This week Nick and Ethan trade the spreadsheets for the popcorn, ranking seven classic Wall Street…
Waste Management just traded at nearly the same P/E ratio as NVIDIA (31.83 vs. 33) — and once you see the moat behind it, it makes total sense. This week Nick and Ethan open with a wild market day…
🚀 The surprising insight this week: SpaceX isn't really an "IPO stock" — it's quietly becoming AI infrastructure landlord to its own competitors, with Anthropic reportedly paying north of $1B/month…
🚨 Surprising twist: the market breadth everyone's been waiting for might finally be here — and the bond market is throwing a tantrum about it. We're back from a summer hiatus and diving straight into…
🚀 The surprising insight this week: AI may be here to stay, but the price investors pay still matters. In Weekly Rebalance #38, Ethan and Garrett break down SpaceX volatility, Micron’s sharp move…
A surprising insight from this week: high-net-worth investors are treating real assets, collectibles, and alternatives as a serious portfolio allocation—not just a hobby. 📈 In Weekly Rebalance #37,…
🎰 Sports betting is exploding in popularity, but are gambling stocks actually good investments? This week, Nicholas and Garrett break down why companies like DraftKings and other betting platforms…
📈 Treasury yields are surging — but data center REITs are still riding the AI wave. In this episode of The Weekly Rebalance, Nick and Ethan break down the growing tension between rising borrowing…
