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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

The Supreme Court Causes Short-Term Drama

Feb 22, 2026

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16 min read

The Supreme Court Causes Short-Term Drama

AI Disruption Jitters

Feb 15, 2026

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14 min read

AI Disruption Jitters

$650bn AI Capex

Feb 8, 2026

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15 min read

$650bn AI Capex

The Supreme Court Causes Short-Term Drama

Feb 22, 2026

•

16 min read

The Supreme Court Causes Short-Term Drama

AI Disruption Jitters

Feb 15, 2026

•

14 min read

AI Disruption Jitters

$650bn AI Capex

Feb 8, 2026

•

15 min read

$650bn AI Capex

Market Rewards Companies Owning the Full Stack of AI

Feb 1, 2026

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19 min read

Market Rewards Companies Owning the Full Stack of AI

Markets Eye Gold, Fed, & Big Tech Week

Jan 25, 2026

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16 min read

Markets Eye Gold, Fed, & Big Tech Week

Small Caps Surge, Inflation Eases

Jan 18, 2026

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13 min read

Small Caps Surge, Inflation Eases

2026 Opens Strong: AI, Debt, Tech

Jan 11, 2026

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12 min read

2026 Opens Strong: AI, Debt, Tech

Major Central Banks Near End of Rate Cuts

Jan 4, 2026

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10 min read

Major Central Banks Near End of Rate Cuts

Strongest GDP In Two Years

Dec 28, 2025

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10 min read

Strongest GDP In Two Years

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