Archive

AI Race Accelerates Compute Power Need

Vijay Jadhav

Apr 5, 2026

•

11 min read

SpaceX IPO & Market Rebound

Vijay Jadhav

Mar 29, 2026

•

14 min read

Broad De-Risking

Vijay Jadhav

Mar 22, 2026

•

11 min read

Four Straight Weeks of Losses

Vijay Jadhav

Mar 22, 2026

•

14 min read

Oil Prices Matter for US Equities

Vijay Jadhav

Oil Inflation Risk Meets Mixed Labor Market

Mar 8, 2026

•

15 min read

Oil Inflation Risk Meets Mixed Labor Market

Vijay Jadhav

Mar 1, 2026

•

14 min read

Race To Buy AI Compute

Vijay Jadhav

The Supreme Court Causes Short-Term Drama

Feb 22, 2026

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16 min read

The Supreme Court Causes Short-Term Drama

Vijay Jadhav

Feb 15, 2026

•

14 min read

AI Disruption Jitters

Vijay Jadhav

Feb 8, 2026

•

15 min read

$650bn AI Capex

Vijay Jadhav

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

Vijay Jadhav

Jan 25, 2026

•

16 min read

Markets Eye Gold, Fed, & Big Tech Week

Vijay Jadhav

...

AI Race Accelerates Compute Power Need

SpaceX IPO & Market Rebound

Broad De-Risking

Four Straight Weeks of Losses

Oil Prices Matter for US Equities

Oil Inflation Risk Meets Mixed Labor Market

Race To Buy AI Compute

The Supreme Court Causes Short-Term Drama

AI Disruption Jitters

$650bn AI Capex

Market Rewards Companies Owning the Full Stack of AI

Markets Eye Gold, Fed, & Big Tech Week

Primal Thesis

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