Home | Primal Thesis

Primal Thesis

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

Written by

Vijay Jadhav

Connect

Latest Posts

$650bn AI Capex

Feb 8, 2026

•

15 min read

$650bn AI Capex

Market Rewards Companies Owning the Full Stack of AI

Feb 1, 2026

•

19 min read

Market Rewards Companies Owning the Full Stack of AI

Markets Eye Gold, Fed, & Big Tech Week

Jan 25, 2026

•

16 min read

Markets Eye Gold, Fed, & Big Tech Week

$650bn AI Capex

Feb 8, 2026

•

15 min read

$650bn AI Capex

Market Rewards Companies Owning the Full Stack of AI

Feb 1, 2026

•

19 min read

Market Rewards Companies Owning the Full Stack of AI

Markets Eye Gold, Fed, & Big Tech Week

Jan 25, 2026

•

16 min read

Markets Eye Gold, Fed, & Big Tech Week

Small Caps Surge, Inflation Eases

Jan 18, 2026

•

13 min read

Small Caps Surge, Inflation Eases

2026 Opens Strong: AI, Debt, Tech

Jan 11, 2026

•

12 min read

2026 Opens Strong: AI, Debt, Tech

Major Central Banks Near End of Rate Cuts

Jan 4, 2026

•

10 min read

Major Central Banks Near End of Rate Cuts

Strongest GDP In Two Years

Dec 28, 2025

•

10 min read

Strongest GDP In Two Years

Softer Inflation and the Labor Market

Dec 21, 2025

•

13 min read

Softer Inflation and the Labor Market

All It Takes To Keep Ample Reserves

Dec 14, 2025

•

12 min read

All It Takes To Keep Ample Reserves

...