The GLP-1 Revolution: How The Trump’s Pricing Deal Impacts Eli Lilly, Novo Nordisk, and Beyond
The November 2025 GLP-1 pricing deal cut list prices by up to 85%. What it does to Eli Lilly and Novo Nordisk economics, and to patient access.
Why Residual Cash Earnings (RCE) Is the Only Metric That Matters
Residual Cash Earnings captures growth, margin, and asset use in one number, and it does not care how a company sets its depreciation schedule.
The Three Buckets of Value-Aligned Companies: A Framework for Solving the Agency Problem
Owners, monopolies, and cannibals. A three-bucket framework for finding companies whose managers act like shareholders instead of hired hands.
Amazon’s Hidden Fortune: Why Traditional Accounting Misses the Mark on True Economic Earnings
Amazon’s negative working capital hit minus $90 billion in 2024, an interest-free loan from suppliers worth about $8 billion a year. GAAP misses it.
October Market Analysis: Monthly Performance & Key Events
October 2025 market review: a sixth straight positive month, technology up 6.7%, and a quarter-point Federal Reserve cut behind the move.
Surprising Insights from Amazon’s Latest Financials That Go Way Beyond the Headlines
Amazon’s quarter held five strategic moves the headline revenue number hid, from working capital to where the capital spending is actually going.
Stock Market and VAP Review Week Ending October 24, 2025
Week ended October 24, 2025. Cooling inflation lifted the market while single stocks split hard, with GM up 19% and Molina down sharply.
What the Dying Taught Me: 5 Life-Altering Regrets…
Hospice nurses hear the same five regrets again and again. What they say about how to spend money, time, and working years before you retire.
The Silent Fears of Retirement: What Your Advisor Might Not Know You’re Worried About
The retirement worries most people never say out loud, and how to raise them with an advisor. Fees, jargon, and the fear of one wrong move.
The Great Reversal: 5 Trends Fueling an Energy Counterrevolution You Weren’t Meant to See
Five energy trends running against the official story: capacity, demand, capital discipline, permitting, and the parts of the transition that stalled.
