Tough Problems // Crazy Ideas

Is the consumer broken? (October refresh)

Same test as May. Different tape.

12 hrs ago • Matthew Hannus

Crash Talk Just Gets the Bulls Excited

You're gonna buy that first big dip aren’t you.

Oct 11 • Matthew Hannus

June 2026

$LMNR | The Most Mispriced Land and Water Story in the S&P 600

The cleanest hyperscaler-substrate rerate setup in the small-cap (S&P 600) real-asset universe

Jun 2 • Matthew Hannus

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May 2026

Is the consumer broken?

Getting beyond the UMich Index for better signal

May 28 • Matthew Hannus

1

March 2026

Powell is a Clown

Time to go buddy

Mar 18 • Matthew Hannus

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AI Doesn't Need Nukes; It Has the Law

The litigation floodgates are opening — and small businesses could be the first to drown

Mar 10 • Matthew Hannus

February 2026

The Silver Lining in Hollywood’s AI Panic

AI won’t kill human creativity. It might actually save it from the machine that is Hollywood.

Feb 28 • Matthew Hannus

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The US Dept. of War Is Paying a German Company to Do What America Should Build Itself

A deep dive on creatine

Feb 24 • Matthew Hannus

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January 2026

High Signal, Low Noise

Deep Dives into the Markets

Jan 29 • Matthew Hannus

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California: From Falling Down to Flying Away

The beautiful but broken Golden State

Jan 23 • Matthew Hannus

3

Ro Khanna Should Know Better; And He Does

Legalized Plunder, the 16th Amendment, and Learing Centers

Jan 16 • Matthew Hannus

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The Accidental Free Market: Why College Sports are the Most Honest Leagues in America

We’ve spent years calling NIL “chaos.” What we’re actually seeing is what athletic labor looks like without a cartel.

Jan 10 • Matthew Hannus

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