• Kinder Morgan (KMI): America’s Gas Toll Road

    KMI doesn’t drill for oil — it moves it. We break down America’s largest gas pipeline operator: bull case, bear case, and whether it belongs in your portfolio. Read ⇢

    Kinder Morgan (KMI): America’s Gas Toll Road
  • Amazon (AMZN): You Think It’s a Website. The Real Business Is Something Else Entirely.

    Amazon reports Q1 2026 earnings April 23 — 16 days before this Stonk Saturday drops. Down 20% from its highs with a $200 billion AI bet on the table, here’s what the three-engine story is really about. Read ⇢

    Amazon (AMZN): You Think It’s a Website. The Real Business Is Something Else Entirely.
  • The Sunday Pleb — March 15, 2026

    Oil above $100, a shocking jobs miss, and three straight losing weeks for stocks. Beware the Ides of March — the market didn’t. Read ⇢

    The Sunday Pleb — March 15, 2026
  • The Sunday Pleb

    2026 has kicked off with plenty of news, and the 2025 Q4 earnings season is in full swing. The World Economic Forum concluded in Davos, Switzerland. Meanwhile, Gold and Silver continue their parabolic run. Hyperscaler earnings are on deck this week. The January Federal Reserve Open Market Committee (FOMC) meets… Read ⇢

    The Sunday Pleb
  • The Sunday Pleb

    Happy New Year! Welcome to this week’s edition of The Sunday Pleb, where we make sense of the week in the rearview and what’s ahead in five minutes or less. 2026 has kicked off with plenty of news, and the 2025 Q4 earnings season has kicked off with big bank earnings. The… Read ⇢

    The Sunday Pleb
  • PayPal Holdings (PYPL) – The “Six-Engine” Compounder

    We often get asked, “Why PayPal?” A valid retort to an investment that has moved nowhere in 4 years. In this article, we provide our thesis behind rating PayPal as a BUY and including it in the Plebdex for several years in a row. Investment Rating: CONVICTION BUY 12-Month Price… Read ⇢

    PayPal Holdings (PYPL) – The “Six-Engine” Compounder
  • The 2026 Plebdex

    Welcome, fellow plebs and members of the 99%. Happy New Year! 2025 has ended, and 2026 is here. Here we recap the Plebdex’s 2025 performance and reveal our investments and thesis for 2026. 2025 Market Recap 2025 was certainly a rollercoaster ride. The overarching theme of 2025 was “Tenuous Resilience.”… Read ⇢

    The 2026 Plebdex
  • Stonk Saturday: Google (GOOGL) — The Empire Strikes Back

    We apologize for the delay in publishing this week’s Stonk Saturday. Consider it a Sunday special. We hope that folks had a nice Thanksgiving holiday with friends and family. If you’ve been bagholding Google for the last 18 months, I owe you a drink. Seriously. We watched NVIDIA buy a… Read ⇢

    Stonk Saturday: Google (GOOGL) — The Empire Strikes Back
  • The Sunday Pleb

    Welcome to this week’s edition of The Sunday Pleb, where we make sense of the week in the rearview and what’s ahead in five minutes or less. We are a little over a month away from the beginning of 2026. The Week in Review (11/17/25) Markets at a Glance Volatility returned to… Read ⇢

    The Sunday Pleb

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