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Not Cheaper by the Dozen – Fat Tail Daily
‘I will very quickly deflate. We are going to take inflation, and we are going to deflate it. We are going to deflate inflation. We are going to defeat inflation. We’re going to knock the hell out of inflation.’ Donald Trump, on the campaign trail ‘Inflation is back…I had nothing to do with it.’ Donald…
Lenskart Q2 Results: Cons PAT jumps 20% YoY to Rs 102 crore, revenue up 21%
Peyush Bansal’s Lenskart Solutions reported its first quarterly results (for the second quarter ended September 2025) after listing, recording a 19.6% year-on-year (YoY) rise in consolidated PAT to Rs 102.22 crore, up from Rs 85.47 crore in the year-ago period. Meanwhile, the revenue from operations also witnessed a significant jump of 20.8% YoY to Rs…
Vantagepoint Stock of the Week United Airlines ($UAL)
This Week’s a.i. Stock Spotlight is United Aitlines ($UAL) United Airlines Holdings, Inc. ($UAL) is a major American airline headquartered in Chicago, Illinois. Founded in 1926, originally as Varney Air Lines by Walter Varney, United Airlines has grown into one of the world’s largest airlines. The company generates revenue primarily through passenger flights, with cargo…
Service Stocks: They Were Telling You That an Oil Spike was Coming – Fat Tail Daily
I’m revisiting a piece I wrote in January 2026: “Following the Smart Money: Service Stocks Lead the Way.” The reason for that: we were looking at a beaten-down sector and doubling down on our conviction on why it could be close to a turning point. But even more specifically, we were looking at oil and…
