Shaun Botha

5 editions

• Tue 18 Aug 2026

  The Long Bond Says No

  Plus: the US-Iran ceasefire expired and oil moved about 40 cents.

• Sat 15 Aug 2026

  The Consumer Blinked

  Plus: Reddit joins the S&P 500 on Tuesday, and index funds have no say in the matter.

• Fri 14 Aug 2026

  A Point Short

  Plus: Bill Ackman has bought Netflix again, four years after it cost him a fortune.

• Thu 13 Aug 2026

  Exactly On Script

  Plus: Cisco, of all companies, is having the best year of its modern life.

• Wed 12 Aug 2026

  The Hike Question

  Plus: On Holding posted its best gross margin on record and lost a fifth of its value in a day.