News + Notes — Batista Management Group, LLC

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When Japan Moves, Every Investor Should Pay Attention

Jun 15

Jun 15 When Japan Moves, Every Investor Should Pay Attention

The Government’s Real Fiscal Problem Isn’t Taxes. It’s Trust.

May 30

May 30 The Government’s Real Fiscal Problem Isn’t Taxes. It’s Trust.

You Can't Name the Two Stocks Driving the Hottest Market. That's the Point.

May 15

May 15 You Can't Name the Two Stocks Driving the Hottest Market. That's the Point.

Still on Defense: Why This Isn't the Time to Chase the Rally

Apr 30

Apr 30 Still on Defense: Why This Isn't the Time to Chase the Rally

They're Not Fixing the System. They're Financing It.

Apr 15

Apr 15 They're Not Fixing the System. They're Financing It.

The 🐂 Case for the Insurance Sector

Mar 30

Mar 30 The 🐂 Case for the Insurance Sector

The Quality Trade: Why the Best Survives Every Collapse

Mar 15

Mar 15 The Quality Trade: Why the Best Survives Every Collapse

The Market: The Most Notable Theme Is Rotation, Not Collapse

Feb 28

Feb 28 The Market: The Most Notable Theme Is Rotation, Not Collapse

What If The Sector Looks Strong but Ethically Questionable?

Feb 15

Feb 15 What If The Sector Looks Strong but Ethically Questionable?

The 6 Cases for Rare Minerals ETFs: A Structural Diversifier

Jan 30

Jan 30 The 6 Cases for Rare Minerals ETFs: A Structural Diversifier

The Market Isn’t Calm. It’s Composed. What We’re Watching Now.

Jan 15

Jan 15 The Market Isn’t Calm. It’s Composed. What We’re Watching Now.

Turning to Page 2: Insights and Strategies for 2026

Dec 30

Dec 30 Turning to Page 2: Insights and Strategies for 2026

Black Ice II: Traction, Timing, and the Price of Being Too Safe

Dec 15

Dec 15 Black Ice II: Traction, Timing, and the Price of Being Too Safe

The Silence Dividend: Billions Lost in Tax Revenue to Protect the Myth of Political Power

Nov 30

Nov 30 The Silence Dividend: Billions Lost in Tax Revenue to Protect the Myth of Political Power

The Productivity Mirage: Markets Without Workers

Nov 15

Nov 15 The Productivity Mirage: Markets Without Workers