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Primal Thesis

The free weekly newsletter that delivers curated news and analysis on financial markets.

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Latest Posts

Big Tech’s Margin For Error Narrows

Nov 1, 2026

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9 min read

Big Tech’s Margin For Error Narrows

Neocloud Financing Fears Amid Robust Demand

Oct 25, 2026

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8 min read

Neocloud Financing Fears Amid Robust Demand

AI Credit Concerns Lead Selloff

Oct 18, 2026

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8 min read

AI Credit Concerns Lead Selloff

Big Tech’s Margin For Error Narrows

Nov 1, 2026

•

9 min read

Big Tech’s Margin For Error Narrows

Neocloud Financing Fears Amid Robust Demand

Oct 25, 2026

•

8 min read

Neocloud Financing Fears Amid Robust Demand

AI Credit Concerns Lead Selloff

Oct 18, 2026

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8 min read

AI Credit Concerns Lead Selloff

Q3 — Analysts Keep Raising The Bar

Oct 11, 2026

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8 min read

Q3 — Analysts Keep Raising The Bar

The 10-Year Is Back to Its Old Normal

Oct 4, 2026

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8 min read

The 10-Year Is Back to Its Old Normal

Foreign Money Chooses US Equities Over Debt

Sep 27, 2026

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7 min read

Foreign Money Chooses US Equities Over Debt

First Rate Hike In Three Years

Sep 20, 2026

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7 min read

First Rate Hike In Three Years

Rate Hike Odds Rise Ahead Of FOMC

Sep 13, 2026

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8 min read

Rate Hike Odds Rise Ahead Of FOMC

Strong Earnings Amid Mixed Macro Data

Sep 6, 2026

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8 min read

Strong Earnings Amid Mixed Macro Data

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