Primal Thesis

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Ravenous Whirlwind of AI Adoption

May 11, 2025

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14 min read

Ravenous Whirlwind of AI Adoption

May 4, 2025

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14 min read

Back To Normal

You Are Not Fired

Apr 27, 2025

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12 min read

You Are Not Fired

Bellwether Netflix

Apr 20, 2025

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13 min read

Bellwether Netflix

Bond Markets Force Course Correction

Apr 13, 2025

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18 min read

Bond Markets Force Course Correction

Stocks Are Liberated From All The Gains

Apr 6, 2025

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15 min read

Stocks Are Liberated From All The Gains

Inflation Ticks Up on Pre-Tariff Shopping

Mar 30, 2025

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12 min read

Inflation Ticks Up on Pre-Tariff Shopping

Equities End Four-Week Slide

Mar 23, 2025

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15 min read

Equities End Four-Week Slide

Positive Catalysts Ahead

Mar 16, 2025

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13 min read

Positive Catalysts Ahead

Mar 9, 2025

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13 min read

📉🔥 Volatility

Inflation, Trade, and Economic Outlook

Mar 2, 2025

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13 min read

Inflation, Trade, and Economic Outlook

Nvidia Earnings & PCE: Key Week Ahead

Feb 23, 2025

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14 min read

Nvidia Earnings & PCE: Key Week Ahead

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