CAPITAL CALL #8: BOND YIELDS, NUCLEAR POWER, & THE FUTURAMA FINANCE PLAN
Tariffs are back, baby — this time with a 50% side of Europe and a 25% sprinkle on your smartphone. We break down what that means for your iPhone payments (spoiler: don’t). We also talk about Nippon Steel’s love letter to U.S. Steel, Tesla getting lapped by BYD, and why Deckers somehow still sells Uggs. Drew nerds out over Japanese bond yields and explains how hedge funds pick up nickels in front of steamrollers. Quinn reads a Garfield calendar, and we resurrect John D. Rockefeller to talk dimes, dirty ledgers, and daddy issues. Plus: the White House speeds up nuclear permitting, and we ask the real question—should you bank with Big Apple Bank for the next thousand years like Fry from Futurama?
THE MILLEGAN MEMO: APRIL 2025
Your new Monday commute podcast - The Capital Call: with the Millegan Brothers and we explore Stellantis (formerly Fiat-Chrysler) and Moderna’s current value propositions in the market. - Managing Partners Drew Millegan & Quinn Millegan
Q4 2024 WOODWORTH CONTRARIAN QUARTERLY NEWSLETTER
We are pleased to bring you our latest quarterly newsletter for Q4 2024 after a stellar quarter.
Q3 2024 WOODWORTH CONTRARIAN QUARTERLY NEWSLETTER
We are pleased to bring you our latest quarterly newsletter for Q3 2024 after a stellar quarter. Woodworth is also the Title Sponsor to this year's MAC Scottish Festival.