WTF Is DRAM?

One of the biggest ETF launches in history just hit the tape. Over a billion dollars pouring in. Headlines everywhere. People scrambling to explain why this is the next big thing. And I’m sitting there thinking: What the hell is…

One of the biggest ETF launches in history just hit the tape. Over a billion dollars pouring in. Headlines everywhere. People scrambling to explain why this is the next big thing. And I’m sitting there thinking: What the hell is…

We just watched a major country’s stock market crash. And almost no one noticed. South Korea’s Kospi 200 fell 20% in two days last month. That kind of move usually dominates headlines. This time it barely registered. Now, just weeks…

I pulled the trigger yesterday and bought one of the worst cryptocurrencies of all time. Everybody seems to hate this name. They hate the founder. They hate the whole thing. It’s down more than 90% from its peak in 2021.…

For over a decade I lived in New York City, which means I went out a lot and ate very well. It’s hard not to. Throughout my 20s, clients and colleagues would take me out to incredible restaurants. My dinners…

Remember when legalized marijuana was supposed to be the next great American growth story? A brand new industry that was supposed to mint a whole new class of millionaires. At least that’s what everyone said. And that right there is…

People are angry. That’s good. Because if you’re actually paying attention, this is exactly what you want to see. Everyone keeps trying to compare this environment to 1999. I get it. It’s an easy reference point. Huge companies, brand new…

Founder’s Note: You can probably read the last three Saturday EWs from Grant Hawkridge – Data Beats Feel, The People Around You Shape Your Edge, and Why I Trust Charts– and come away with a good grasp of every major…

If you live life long enough you’re going learn things along the way. I used to think most of what we become is taught. Environment, structure, discipline. Do the right things long enough and you get predictable outcomes. That sounds…

There’s a lot about the stock market that we don’t know, especially about the future. But there are a few things we do know. And here at TrendLabs, those are the things we build around. Prices trend. They don’t move…

Kids see the world differently. Their minds aren’t filled with all the noise we carry around all day. They’re not thinking about interest rates or stock prices. They’re thinking about snacks, colors, cartoons, and whatever game they just made up…

The whole point of this newsletter is to find opportunities where the story everybody’s telling doesn’t line up with what’s actually happening. We literally called it Everybody’s Wrong because everybody is wrong somewhere, always. Right now, the narrative around technology…

The biggest story in 2026 hasn’t been the indexes. It’s the spread underneath them. You don’t even have to leave technology to see it. Software stocks just closed at new multiyear lows. At the same time, semiconductors are at all-time…