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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

No Saaspocalypse For Companies With Complex Software & Proprietary Data

Aug 30, 2026

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7 min read

No Saaspocalypse For Companies With Complex Software & Proprietary Data

White House Summit Signals The Digital Asset Push

Aug 23, 2026

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8 min read

White House Summit Signals The Digital Asset Push

Compute Is A New Asset Class

Aug 16, 2026

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8 min read

Compute Is A New Asset Class

No Saaspocalypse For Companies With Complex Software & Proprietary Data

Aug 30, 2026

•

7 min read

No Saaspocalypse For Companies With Complex Software & Proprietary Data

White House Summit Signals The Digital Asset Push

Aug 23, 2026

•

8 min read

White House Summit Signals The Digital Asset Push

Compute Is A New Asset Class

Aug 16, 2026

•

8 min read

Compute Is A New Asset Class

AI Demand Meets a Manufacturing Surge

Aug 9, 2026

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8 min read

AI Demand Meets a Manufacturing Surge

Volatility Due To Broad Hedge Fund Deleveraging

Aug 2, 2026

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9 min read

Volatility Due To Broad Hedge Fund Deleveraging

Google's Capex vs Cash Flow

Jul 26, 2026

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7 min read

Google's Capex vs Cash Flow

China Turns Up The AI Heat Again

Jul 19, 2026

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8 min read

China Turns Up The AI Heat Again

Strong Start To The Earnings Season

Jul 12, 2026

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6 min read

Strong Start To The Earnings Season

Q2 Records Best Quarter Since 2020

Jul 5, 2026

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8 min read

Q2 Records Best Quarter Since 2020

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