Primal Thesis
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Primal Thesis
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Vijay Jadhav
Vijay Jadhav
Newsletter with curated news and analysis of financial markets
3 hours ago
Worst Week for Treasuries Since April
Vijay Jadhav
Nov 30, 2025
Black Friday Sales Underscore Shoppers' Resilience
Vijay Jadhav
Nov 23, 2025
Nvidia Eases AI Bubble Concerns
Vijay Jadhav
Nov 16, 2025
Rate Cut Worries, GPU Risks, AI Spending
Vijay Jadhav
Nov 09, 2025
Michael Burry Shorts AI
Vijay Jadhav
Nov 02, 2025
The Fed Cuts Rate and Freezes Balance Sheet
Vijay Jadhav
Oct 26, 2025
Cooler CPI Cements The Rate Cuts
Vijay Jadhav
Oct 19, 2025
Alibaba Says AI Spending Paying Off
Vijay Jadhav
Oct 12, 2025
Circular Spending In AI
Vijay Jadhav
Oct 05, 2025
OpenAI - World's Most Valued Private Company
Vijay Jadhav
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