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Why Inflation Will Come Down

Jun 18, 2025

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5 min read

Why Inflation Will Come Down

Their "higher-for-longer" plan ignores the clear collapse in shelter inflation, the single biggest part of CPI

Brian McCormick
Brian McCormick
How Upstart Solves the Community Banking Crisis

Jun 17, 2025

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7 min read

How Upstart Solves the Community Banking Crisis

A widening data gap is threatening main street banks. Technology is the lifeline

Brian McCormick
Brian McCormick
Why We View Beta and Stock Market Risk All Wrong

Jun 3, 2025

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4 min read

Why We View Beta and Stock Market Risk All Wrong

The reason Warren Buffett says to beware of reliance on stock market beta

Brian McCormick
Brian McCormick
The Banking Industry's Value Chain Is Unbundling: Future Winners & Losers Are Emerging

May 31, 2025

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6 min read

The Banking Industry's Value Chain Is Unbundling: Future Winners & Losers Are Emerging

As the value chain splits, Robinhood's aggregation & Upstart's underwriting may define future fintech success

Brian McCormick
Brian McCormick
Insurance Disruption: Why It Failed For Decades & Why Now Is The Tipping Point

May 28, 2025

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10 min read

Insurance Disruption: Why It Failed For Decades & Why Now Is The Tipping Point

How a fully matured digital ad market is now fueling true disruptive potential in insurance

Brian McCormick
Brian McCormick
Easy Guide: Pull C-Suite Ownership & Insider Sales in Seconds

May 27, 2025

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8 min read

Easy Guide: Pull C-Suite Ownership & Insider Sales in Seconds

The official and quick way to pull management share ownership & sales

Brian McCormick
Brian McCormick
How Information Overload Leads Investors Astray

May 26, 2025

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5 min read

How Information Overload Leads Investors Astray

The "super investor" secret to success? Patience in an age of instant reactions.

Brian McCormick
Brian McCormick
Why Lemonade Could Be the Next Multi-Bagger in Insurance

May 23, 2025

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13 min read

Why Lemonade Could Be the Next Multi-Bagger in Insurance

This $2B AI-first disruptor is taking on century-old insurance giants

Brian McCormick
Brian McCormick
The Generational Shift in Distribution That Will Define the Next Decade of Winners

May 19, 2025

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8 min read

The Generational Shift in Distribution That Will Define the Next Decade of Winners

While markets reward legacy profits, modern distribution-native companies are gaining ground

Brian McCormick
Brian McCormick
$LMND Bear Case Debunked: Why Palantir AI Won't Save Legacy Insurers

May 12, 2025

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7 min read

$LMND Bear Case Debunked: Why Palantir AI Won't Save Legacy Insurers

Why legacy insurers are destined to fall behind in AI

Brian McCormick
Brian McCormick
Geico's Wait and See AI Strategy Revealed at Berkshire Meeting Puts Lemonade Ahead

May 4, 2025

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7 min read

Geico's Wait and See AI Strategy Revealed at Berkshire Meeting Puts Lemonade Ahead

Geico risks repeating Blockbuster's fate through its current AI complacency

Brian McCormick
Brian McCormick
The Truth About Lemonade's Finances & Cash Position

May 2, 2025

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7 min read

The Truth About Lemonade's Finances & Cash Position

Peeling Back the Layers: Lemonade’s Losses Aren’t What They Seem

Brian McCormick
Brian McCormick
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