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Bank Earnings: Goldman Wants Nothing to do With AI

Oct 13, 2026

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7 min read

Bank Earnings: Goldman Wants Nothing to do With AI

What Wall Street is really doing with all the AI debt (2008 again?)

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Offside Capital

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Weyerhaeuser: 10 Million Acres on Sale

Oct 8, 2026

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7 min read

Weyerhaeuser: 10 Million Acres on Sale

A PMI winner about to go on a 90% run.

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Offside Capital

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West Fraser is Losing Money (Why I Still Bought it)

Oct 7, 2026

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6 min read

West Fraser is Losing Money (Why I Still Bought it)

PMI confirmed it, the P/E is telling the wrong story.

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Offside Capital

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Watchlist Update: The Stocks Behind the Next Rotation

Oct 3, 2026

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5 min read

Watchlist Update: The Stocks Behind the Next Rotation

PMI told you where to look, I'm telling you what to buy.

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Offside Capital

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Micron's Record Quarter: One Number Changed Everything

Oct 1, 2026

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5 min read

Micron's Record Quarter: One Number Changed Everything

Markets looked past the shortage, and found a huge risk for 2028.

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Offside Capital

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Diesel is About to Break (Here's How I'm Trading it)

Sep 22, 2026

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6 min read

Diesel is About to Break (Here's How I'm Trading it)

The same Diesel move could help VVV and hurt VLO.

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Offside Capital
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