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Data Driven Stocks - Macro, companies, Politics, Inflation
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Spirit Airlines Is Dead: How a $5B Carrier Burned Through $930M of Annual Cash, Failed Two Bankruptcies in 15 Months, and Got Killed by an…
An anatomy of the first major U.S. airline shutdown in 25 years - and what the SEC filings, bankruptcy MORs, and FRED jet fuel data actually say.
23 hrs ago
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Data Driven Stocks
OpenAI’s $852 Billion Paradox: The Most Valuable Startup In History Burns $17 Billion A Year - And Just Raised $122 Billion More
OpenAI’s financial health as of May 1, 2026 - the revenue, the burn, the CAPEX, the changing projections, and whether the flywheel can actually pay for…
May 1
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Data Driven Stocks
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April 2026
OPEC’s 66-Year Empire Just Cracked: The UAE Exit, $113 Brent, and the New World Energy Order
So as May 1 - UAE is going to exit OPEC and OPEC+
Apr 28
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Data Driven Stocks
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The Forever Chokehold: What a Multi-Year Iran Blockade of the Strait of Hormuz Means for U.S. and EU Inflation Through 2030
“Just like the crisis after Russia’s full-scale invasion of Ukraine. Different conflict. Same European divisions; same dilemmas over energy.” - March…
Apr 27
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Data Driven Stocks
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The $7 Trillion Chokepoint: What Happens If Iran Keeps the Strait of Hormuz Closed for Years
An indefinite Hormuz closure - on oil, food, fertilizer, and the growth outlook for the U.S., EU, Asia, Russia, China, North Africa and the Gulf.
Apr 22
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Data Driven Stocks
2
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The Iran “Ceasefire” Is a Trap: Inside Trump’s 60,000-Troop Naval Build-Up and the Blockade That Could Reignite War
The Iran “ceasefire” is one of the loudest victories in modern American foreign policy. It is also one of the quietest deceptions. Markets reacted…
Apr 18
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Data Driven Stocks
2
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March CPI Just Detonated At 0.9%: Gasoline Did 75% Of The Damage, And Now The Fed Has A Problem
April 2026 inflation data is out, and it’s worse than the past year suggested. The real story isn’t the +0.9% - it’s what’s beneath it and what BLS is…
Apr 15
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Data Driven Stocks
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The $355% Trade: How LLMs Quietly Hijacked Wall Street’s Headline Machine - And Why The Alpha Is Already Dying
LLMs are now the major portion of stock market traders
Apr 13
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Data Driven Stocks
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The Internet Stopped Being Human: How Bots and AI Quietly Took Over Social Media
For the first time in a decade, more than half of all web traffic in 2024 came from machines, not people.
Apr 11
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Data Driven Stocks
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The Crossover: How Anthropic Quietly Lapped OpenAI in 15 Months and Reset the Entire AI Market
A data-driven autopsy of the $30 billion moment that just rewrote the AI playbook - and what it means for global markets, enterprise software, and the…
Apr 9
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Data Driven Stocks
8
Japan Just Ended 30 Years of Free Money - And Your Portfolio Hasn’t Priced It In Yet
Did you hear about the yen carry trade? Be prepared for a few more. Japanese bonds are falling (yields are rising) at the fastest pace ever.
Apr 6
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Data Driven Stocks
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Iran Just Built a Tollgate on 20% of the World’s Oil. Here’s What Happens Next.
The Strait of Hormuz has never been closed. It has never been controlled. It has never charged a single cent.
Apr 6
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Data Driven Stocks
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