• Oscar Health – Fundamentals and quantitative valuation scenarios

    Oscar Health, Inc. is a U.S. health insurance and healthcare technology company that offers individual, family, and small group health plans. It also provides technology platforms (e.g., +Oscar) for insurers and payors. The company is focused on integrating digital tools into insurance operations to improve member experience and care management.  CEO: Mark Bertolini Founded: 2012…

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  • Deep Dive – Is the U.S. Stock Market in a Bubble?

    Every major technological breakthrough in history has reshaped the economy. And almost every one has also produced a financial bubble. From railroads in the 1800s to the Internet in the 1990s, investors have repeatedly overestimated how fast innovation would deliver profits—and who would ultimately benefit. In 2025, with U.S. equity valuations near historic highs and…

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  • $BULL — The Strange Case of Webull Stock 🚨

    Every now and then, market history presents us with a case study so puzzling, so violently at odds with rational price discovery, that it becomes a spectacle for traders, investors, economists, and skeptics alike. In 2025, that stock is Webull ($BULL) — a company that until recently was hailed as the retail-trading platform of the…

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  • What’s happening in the Financial and Crypto Markets?

    In recent weeks, global financial markets—including stocks, bonds, currencies, commodities and cryptocurrencies—have been responding in varied and often dramatic fashion to policy moves and public pronouncements by U.S. President Donald J. Trump. This article maps out those reactions, dissects the mechanisms and implications for investors/traders, and offers a forward-looking view of risk and opportunity. Disclaimer:…

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