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Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Jun 13
•
MOI Global Equity Research
19
1
While Wall Street Sells Euphoria, Chris Bloomstran Brings the Math: Inside His Zurich Project Session
Why owning a T-bill today beats owning the cap-weighted S&P 500, the five-factor math behind that view, and the trillion-dollar test facing AI capex…
Jun 11
•
MOI Global Equity Research
19
2
1:11:48
From Cádiz to Hormuz: What a Silver Crisis from 1805 Can Teach Us About Investing in 2026
The Trafalgar squeeze and its relevance to positioning post-Iran war, plus timely ideas that haven’t moved massively yet
Jun 10
•
MOI Global Equity Research
14
The Monday Morning Briefing: SpaceX Sets Its Price, but Value Is a Different Story
The largest IPO in history is priced at $1.8 trillion. The offering price is aspirational, not reflective of demonstrated business value.
Jun 8
•
John Mihaljevic
and
MOI Global Equity Research
16
3
9:08
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
Jun 6
•
MOI Global Equity Research
17
2
The Monday Morning Briefing: AI Rally Continues, with SpaceX IPO Drawing Closer
Watch now | New issue of our weekly slide deck for members
Jun 1
•
John Mihaljevic
and
MOI Global Equity Research
10
1
4:08
May 2026
Weekly Inspiration
Wisdom, Insights, and Ideas for Intelligent Investors
May 30
•
MOI Global Equity Research
26
2
AI Bootcamp (Lesson 16): Schedule It, Refine It, and Retrospective
A four-week joint experiment for non-technical investors. Today: A scheduled engine, a README file, and a three-month retrospective.
May 29
•
MOI Global Equity Research
3
1
1
5:23
AI Bootcamp (Lesson 15): Engine Spec, Narrative Layer, and End-to-End Run
A four-week joint experiment for non-technical investors. Today: A one-page engine spec and a narrative layer on the top three names.
May 28
•
MOI Global Equity Research
4
1
6:12
Why Data Storage 2026 Is Eerily Reminiscent of Data Storage 2000
SanDisk up 3,866% in twelve months. Seagate at 75x earnings. A revealing comparison to the 1999/2000 bubble cohort that drew down 90%.
May 27
•
John Mihaljevic
and
MOI Global Equity Research
7
9:42
AI Bootcamp (Lesson 14): Layer On EDGAR, FRED, and a Scoring Layer
A four-week joint experiment for non-technical investors. Today: Filing freshness, dated macro, and explicit weights.
May 27
•
MOI Global Equity Research
3
1
7:23
AI Bootcamp (Lesson 13): Git, GitHub, and a Real Screener on FMP
A four-week joint experiment for non-technical investors. Today: Version control for the engine and a first FMP screener.
May 26
•
MOI Global Equity Research
2
1
5:27
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