Archive

Volatility Due To Broad Hedge Fund Deleveraging

Vijay Jadhav

Jul 26, 2026

•

7 min read

Google's Capex vs Cash Flow

Vijay Jadhav

Jul 19, 2026

•

8 min read

China Turns Up The AI Heat Again

Vijay Jadhav

Jul 12, 2026

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6 min read

Strong Start To The Earnings Season

Vijay Jadhav

Jul 5, 2026

•

8 min read

Q2 Records Best Quarter Since 2020

Vijay Jadhav

Jun 28, 2026

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8 min read

Micron's Gross Margin Hit ~85%

Vijay Jadhav

Jun 21, 2026

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7 min read

Dot Plot Flips

Vijay Jadhav

Jun 14, 2026

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7 min read

SpaceX IPO Makes Musk a Trillionaire

Vijay Jadhav

Jun 7, 2026

•

6 min read

Jobs Data Fuels Rate Hike Fears

Vijay Jadhav

May 31, 2026

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7 min read

Earnings Led Melt Up

Vijay Jadhav

May 24, 2026

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13 min read

S&P Logs Eighth Winning Week

Vijay Jadhav

May 17, 2026

•

9 min read

SpaceX accelerates IPO Date

Vijay Jadhav

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Volatility Due To Broad Hedge Fund Deleveraging

Google's Capex vs Cash Flow

China Turns Up The AI Heat Again

Strong Start To The Earnings Season

Q2 Records Best Quarter Since 2020

Micron's Gross Margin Hit ~85%

Dot Plot Flips

SpaceX IPO Makes Musk a Trillionaire

Jobs Data Fuels Rate Hike Fears

Earnings Led Melt Up

S&P Logs Eighth Winning Week

SpaceX accelerates IPO Date

Primal Thesis

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