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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

Fresh Record Close For S&P 500 and Nasdaq

Apr 26, 2026

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8 min read

Fresh Record Close For S&P 500 and Nasdaq

Focus Will Shift to Strong Earnings

Apr 19, 2026

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9 min read

Focus Will Shift to Strong Earnings

AI Race Accelerates Compute Power Need

Apr 12, 2026

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13 min read

AI Race Accelerates Compute Power Need

Fresh Record Close For S&P 500 and Nasdaq

Apr 26, 2026

•

8 min read

Fresh Record Close For S&P 500 and Nasdaq

Focus Will Shift to Strong Earnings

Apr 19, 2026

•

9 min read

Focus Will Shift to Strong Earnings

AI Race Accelerates Compute Power Need

Apr 12, 2026

•

13 min read

AI Race Accelerates Compute Power Need

SpaceX IPO & Market Rebound

Apr 5, 2026

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11 min read

SpaceX IPO & Market Rebound

Broad De-Risking

Mar 29, 2026

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14 min read

Broad De-Risking

Four Straight Weeks of Losses

Mar 22, 2026

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11 min read

Four Straight Weeks of Losses

Oil Prices Matter for US Equities

Mar 22, 2026

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14 min read

Oil Prices Matter for US Equities

Oil Inflation Risk Meets Mixed Labor Market

Mar 8, 2026

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15 min read

Oil Inflation Risk Meets Mixed Labor Market

Race To Buy AI Compute

Mar 1, 2026

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14 min read

Race To Buy AI Compute

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