Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Strategies for bear market investing
July 31, 2022, 1:41 p.m.
Free article - Macro takes: How the Euro destroyed Europe
July 5, 2022, 5:51 p.m.
TMT Series #9: Stripe, an unrelenting focus on product innovation & customer service
June 27, 2022, 4:53 p.m.
TMT Series #8: VMware, a strategic acquisition for Broadcom's software push
June 10, 2022, 11:57 p.m.
TMT Series #7: Snowflake, a long-term aggressive bet on the future of the data cloud (2/2)
June 2, 2022, 6:59 p.m.
TMT Series #7: Snowflake, a long-term aggressive bet on the future of the data cloud (1/2)
June 2, 2022, 6:58 p.m.
TMT Series #6: Sea Limited, weak operating fundamentals will continue to plague the company going ahead
May 16, 2022, 8 p.m.
Interview with renowned macro investor Felix Zulauf, founder of Zulauf Asset Management
May 13, 2022, 6:15 p.m.
TMT Series #5: Universal Music Group (UMG) and the Music-as-a-Service paradigm (Part 2/2)
April 22, 2022, 2:38 p.m.
TMT Series #5: Universal Music Group (UMG) and the Music-as-a-Service paradigm (Part 1/2)
April 22, 2022, 2:37 p.m.
My SaaS Commandments: Truths about software companies in the digital age
March 12, 2022, 10:59 a.m.
Crypto Series #1 | How to pick & analyze altcoins?
Jan. 30, 2022, 7:25 p.m.
Free write-up | TMT Series #4: Toast, empowering the restaurant ecosystem through technology
Jan. 23, 2022, 6:37 p.m.
TMT Series #3: nCino, a driving force behind banks' digital transformation journey
Jan. 12, 2022, 7:13 p.m.
TMT Series #2: Confluent, a new paradigm for handling data (Part 2/2)
Jan. 2, 2022, 9 a.m.
TMT Series #2: Confluent, a new paradigm for handling data (Part 1/2)
TMT Series #1: Rapid7, the next unified platform in cybersecurity?
Dec. 23, 2021, 5:17 p.m.
Which equity sectors can combat higher inflation?
Nov. 29, 2021, 1:49 p.m.
Quick Primer on telemedicine & the digital health revolution
May 21, 2021, 8 a.m.
Short Report: HelloFresh (ETR: HF)
April 25, 2021, 7:34 p.m.