ChartStack
Artefacts of false precision.
Not investment advice
THE 2026 GLOBAL INTELLIGENCE CRISIS — MarketStack
‘The impossible maths of the impossible maths’ laid out why the viral chart from an FT opinion post showing negative 5y capex ROI for hyperscalers bar Amazon is essentially just noise. This chart shows exactly why.
Uber’s free cash flow 2016-2025 — 41investments
Would you invest? “People overrate capital lightness.” — Building Arks
Mercado Libre (Latin America’s Amazon and PayPal) is the only company in history to grow at +30% for 29 consecutive quarters. — FDW Capital
“And it’s still cheap…”
Functions of wealth — BowTied Bull (#1 on CryptoStack)
Life is extremely similar to a video game. The real world is set up with exponentials. Avoid status games. A massive fixed cost base is no different than debt. I recommend getting humbled by the full piece.
Crypto/NASDAQ ratio is 1-3 weeks from printing buy signals. — Re7 Research
Ultimately the bet is for the crypto-AI trade gap to close in what has been a summer season for risk assets (rising growth with rising inflation)…as liquidity accelerates.
AUM in the 2x Leveraged Long SK Hynix ETF surged to a record $10B — Jimmy Investor
That makes it the largest single-stock leveraged ETF in the world.
Interactive Brokers Group has been outperforming the S&P — TradersPro
Online brokerages are riding a wave of renewed retail and institutional engagement as market volatility drives higher trading volumes.
Aussie Bitcoiners ‘rug-pulled’ by CGT overhaul — James Check (Checkmatey)
“It’s a scam, it’s a betrayal, and it’s 100% un-fucking-Australian.” Old rule: take your profit, cut it in half, pay tax on that half. New rule: take your profit, subtract the part that’s just inflation, pay tax on what’s left. The chart show this effectively doubles CGT.
The proposed overhaul replaces the 50% discount on shares, ETFs and Bitcoin with CPI indexation of the cost basis. Here’s the full piece from James.
Why literally EVERYONE is trying to own an audience.
Remember, it is all about distribution. Even though $CRM Slack is the better product, $MSFT Teams dominates the market. — 41investments
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