$TSM

TSMC

Anthropic

+12

The Next Fed Chair Ran Money for Stanley Druckenmiller. Here's Why That Matters.

Apr 21, 2026

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16 min read

The Next Fed Chair Ran Money for Stanley Druckenmiller. Here's Why That Matters.

Plus: Warsh's $100M+ Druckenmiller fund, his Palantir and crypto holdings, why his AI productivity thesis could unlock rate cuts, and what this means for every ticker the family owns.

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Ozempic Was Just the Opening Act. Peptides Are the Show.

Apr 16, 2026

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19 min read

Ozempic Was Just the Opening Act. Peptides Are the Show.

Plus TSMC rips on 58% profit jump and $52B capex guide, Microsoft surges on Azure AI breakthrough, quantum computing has its best week in years, and yesterday's S&P 7,000 milestone was not the top.

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