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Q3 — Analysts Keep Raising The Bar

Vijay Jadhav

Oct 4, 2026

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8 min read

The 10-Year Is Back to Its Old Normal

Vijay Jadhav

Foreign Money Chooses US Equities Over Debt

Sep 27, 2026

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7 min read

Foreign Money Chooses US Equities Over Debt

Vijay Jadhav

Sep 20, 2026

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7 min read

First Rate Hike In Three Years

Vijay Jadhav

Sep 13, 2026

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8 min read

Rate Hike Odds Rise Ahead Of FOMC

Vijay Jadhav

Sep 6, 2026

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8 min read

Strong Earnings Amid Mixed Macro Data

Vijay Jadhav

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

Vijay Jadhav

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

Vijay Jadhav

Aug 16, 2026

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8 min read

Compute Is A New Asset Class

Vijay Jadhav

Aug 9, 2026

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8 min read

AI Demand Meets a Manufacturing Surge

Vijay Jadhav

Volatility Due To Broad Hedge Fund Deleveraging

Aug 2, 2026

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9 min read

Volatility Due To Broad Hedge Fund Deleveraging

Vijay Jadhav

Jul 26, 2026

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7 min read

Google's Capex vs Cash Flow

Vijay Jadhav

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Q3 — Analysts Keep Raising The Bar

The 10-Year Is Back to Its Old Normal

Foreign Money Chooses US Equities Over Debt

First Rate Hike In Three Years

Rate Hike Odds Rise Ahead Of FOMC

Strong Earnings Amid Mixed Macro Data

No Saaspocalypse For Companies With Complex Software & Proprietary Data

White House Summit Signals The Digital Asset Push

Compute Is A New Asset Class

AI Demand Meets a Manufacturing Surge

Volatility Due To Broad Hedge Fund Deleveraging

Google's Capex vs Cash Flow

Primal Thesis

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