T&G’s Substack

T&G’s Substack

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8:46
🧠 Wall Street’s Wild Bet: Davos, Earnings Roulette & the Great AI Rotation
Markets are calm. That’s what should scare you. 😏📉
 • Ben The Bull
GLP-1 Scorecard: Who Wins, Who Loses, and Who Gets Left Behind 📈🎯
A Hard Ranking of Stocks as America Eats Less, Moves More, and Spends Differently
 • Ben The Bull
🧬 GLP-1 Is Not a Drug Trade — It’s a Demand Shock 💥
A 1–5 Year Equity Thesis on Pharma, Food, Fitness, and the Economics of Eating Less
 • Ben The Bull
9:45
Wall Street’s Global Gamble: AI Chips, Subscription Cars & China’s Quiet Takeover 🎯📈
This isn’t an AI bubble — it’s a control problem. And the market may be underpricing the fallout.
 • Ben The Bull
💣 Institutions Loaded the Tape — And Retail Didn’t Notice
The market chopped. Big money positioned. Here’s what actually mattered.
 • Ben The Bull

Recent posts

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10:32
🧠🤖 The AI Chip “Bubble” Is Fake — Here’s What Wall Street Is Missing
Nvidia, TSMC, and the trillion-dollar question no one wants to answer
 • Ben The Bull
5:35
The Fed Isn’t Cutting — And This Data Proves It 💣 | Jobs, Inflation & Manufacturing Shock Markets 📈🎯
Strong jobs. Sticky inflation. Manufacturing rebounds. Welcome to the volatility trap.
 • Ben The Bull
12:22
PPI Says Inflation Isn’t Gone — It’s Just Hiding in the Supply Chain ⛽🔥
Producer prices just moved higher — and the culprit is exactly what you think: energy. ⚡⛽
 • Ben The Bull
7:53
Inflation Isn’t Dead — It’s Just Playing Hide & Seek (December CPI Breakdown) 📉🔥
Why the CPI says “cooling,” consumers say “liar,” and the Fed says “don’t rush me.”
 • Ben The Bull
9:32
🧨 Powell vs DOJ: When Politics Tries to Hijack the Fed
The Federal Reserve just crossed into uncharted territory 🚨
 • Ben The Bull
7:37
Jerome Powell vs. Trump: When Interest Rates Become a Crime 💥📉
Interest rates. Subpoenas. Gold at record highs. 🪙🔥
 • Ben The Bull
17:19
Bank Earnings Week: The Credit Truth Wall Street Doesn’t Want You to Hear 🏦👀
Bank earnings season is the market’s reality check 🧠📊
 • Ben The Bull
9:10
Big Banks, CPI, Oil Chaos: 2026 Starts With a Stress Test 😈🏦🛢️T&G Weekly Outlook
New year, same market anxiety — just louder charts and bigger expectations.
 • Ben The Bull
7:16
Cracks in the GOP: Trump Faces Midterm Trouble as Republicans Break Rank 🇺🇸⚠️
Cracks are forming inside the Republican Party — and markets are starting to notice 👀📉
 • Ben The Bull
12:26
Smart Money Didn’t Buy the Dip — Here’s What They Actually Did 🧠📊
A Friday FlowScanner breakdown of SPY hedging, selective tech bets, and why this market still feels heavy
 • Ben The Bull
Investor Central Club Weekly Flow Recap 📈🎯How Institutions Are Hedging Risk, Picking Spots, and Preparing for Volatility 📈
Hedges Are Rising, Selectivity Is Back, and Volatility Is Being Priced In
 • Ben The Bull
7:12
Goldman Sachs Finally Escapes the Apple Card 💳🍎 | JPMorgan Takes Over (What REALLY Happened)
Goldman Sachs is officially OUT of the Apple Card — and JPMorgan is taking over. 💳🏦
 • Ben The Bull
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🧠 Wall Street’s Wild Bet: Davos, Earnings Roulette & the Great AI Rotation
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