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Vijay Jadhav
Vijay Jadhav

Newsletter with curated news and analysis of financial markets

Neocloud Financing Fears Amid Robust Demand

Oct 25, 2026

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8 min read

Neocloud Financing Fears Amid Robust Demand

Vijay Jadhav
Vijay Jadhav
AI Credit Concerns Lead Selloff

Oct 18, 2026

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8 min read

AI Credit Concerns Lead Selloff

Vijay Jadhav
Vijay Jadhav
Q3 — Analysts Keep Raising The Bar

Oct 11, 2026

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8 min read

Q3 — Analysts Keep Raising The Bar

Vijay Jadhav
Vijay Jadhav
The 10-Year Is Back to Its Old Normal

Oct 4, 2026

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8 min read

The 10-Year Is Back to Its Old Normal

Vijay Jadhav
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
Vijay Jadhav
First Rate Hike In Three Years

Sep 20, 2026

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7 min read

First Rate Hike In Three Years

Vijay Jadhav
Vijay Jadhav
Rate Hike Odds Rise Ahead Of FOMC

Sep 13, 2026

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8 min read

Rate Hike Odds Rise Ahead Of FOMC

Vijay Jadhav
Vijay Jadhav
Strong Earnings Amid Mixed Macro Data

Sep 6, 2026

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8 min read

Strong Earnings Amid Mixed Macro Data

Vijay Jadhav
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
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
Vijay Jadhav
Compute Is A New Asset Class

Aug 16, 2026

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8 min read

Compute Is A New Asset Class

Vijay Jadhav
Vijay Jadhav
AI Demand Meets a Manufacturing Surge

Aug 9, 2026

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8 min read

AI Demand Meets a Manufacturing Surge

Vijay Jadhav
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
Vijay Jadhav
Google's Capex vs Cash Flow

Jul 26, 2026

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7 min read

Google's Capex vs Cash Flow

Vijay Jadhav
Vijay Jadhav
China Turns Up The AI Heat Again

Jul 19, 2026

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8 min read

China Turns Up The AI Heat Again

Vijay Jadhav
Vijay Jadhav
Strong Start To The Earnings Season

Jul 12, 2026

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6 min read

Strong Start To The Earnings Season

Vijay Jadhav
Vijay Jadhav
Q2 Records Best Quarter Since 2020

Jul 5, 2026

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8 min read

Q2 Records Best Quarter Since 2020

Vijay Jadhav
Vijay Jadhav
Micron's Gross Margin Hit ~85%

Jun 28, 2026

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8 min read

Micron's Gross Margin Hit ~85%

Vijay Jadhav
Vijay Jadhav
Dot Plot Flips

Jun 21, 2026

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7 min read

Dot Plot Flips

Vijay Jadhav
Vijay Jadhav
SpaceX IPO Makes Musk a Trillionaire

Jun 14, 2026

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7 min read

SpaceX IPO Makes Musk a Trillionaire

Vijay Jadhav
Vijay Jadhav
Jobs Data Fuels Rate Hike Fears

Jun 7, 2026

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6 min read

Jobs Data Fuels Rate Hike Fears

Vijay Jadhav
Vijay Jadhav
Earnings Led Melt Up

May 31, 2026

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7 min read

Earnings Led Melt Up

Vijay Jadhav
Vijay Jadhav
S&P Logs Eighth Winning Week

May 24, 2026

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13 min read

S&P Logs Eighth Winning Week

Vijay Jadhav
Vijay Jadhav
SpaceX accelerates IPO Date

May 17, 2026

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9 min read

SpaceX accelerates IPO Date

Vijay Jadhav
Vijay Jadhav
Memory Stocks Sore

May 10, 2026

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10 min read

Memory Stocks Sore

Vijay Jadhav
Vijay Jadhav
Primal Thesis

Primal Thesis

The free weekly newsletter that delivers curated news and analysis on financial markets, economy, and banking regulations.


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