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Jericho’s High-Conviction Playbook Shows Its Edge in May

Just a few outsized tech positions drove gains, highlighting Josh Resnick’s concentrated approach.

De-Dollarization Doesn’t Mean Capital Is Leaving America

Global investors are swapping Treasuries for U.S. ports, power grids, and data centers — turning financial claims into ownership of real assets.

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What’s Really Moving Commodity Markets in 2026? 

Discovery’s Memory Trade Stands Out in AI Boom

As much of the AI buildout hinges on future expectations, constrained memory supply is already generating strong revenue, pricing, and cash flow.

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