Vijay Jadhav

Newsletter with curated news and analysis of financial markets

Jun 14, 2026

•

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

•

7 min read

Earnings Led Melt Up

Vijay Jadhav

May 24, 2026

•

13 min read

S&P Logs Eighth Winning Week

Vijay Jadhav

May 17, 2026

•

9 min read

SpaceX accelerates IPO Date

Vijay Jadhav

May 10, 2026

•

10 min read

Memory Stocks Sore

Vijay Jadhav

May 3, 2026

•

12 min read

Fed Holds Rates Amid Record Dissents

Vijay Jadhav

Fresh Record Close For S&P 500 and Nasdaq

Apr 26, 2026

•

8 min read

Fresh Record Close For S&P 500 and Nasdaq

Vijay Jadhav

Apr 19, 2026

•

9 min read

Focus Will Shift to Strong Earnings

Vijay Jadhav

Apr 12, 2026

•

13 min read

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

•

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

•

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

Jan 18, 2026

•

13 min read

Small Caps Surge, Inflation Eases

Vijay Jadhav

Jan 11, 2026

•

12 min read

2026 Opens Strong: AI, Debt, Tech

Vijay Jadhav

Major Central Banks Near End of Rate Cuts

Jan 4, 2026

•

10 min read

Major Central Banks Near End of Rate Cuts

Vijay Jadhav

Dec 28, 2025

•

10 min read

Strongest GDP In Two Years

Vijay Jadhav

Vijay Jadhav

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

Memory Stocks Sore

Fed Holds Rates Amid Record Dissents

Fresh Record Close For S&P 500 and Nasdaq

Focus Will Shift to Strong Earnings

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

Small Caps Surge, Inflation Eases

2026 Opens Strong: AI, Debt, Tech

Major Central Banks Near End of Rate Cuts

Strongest GDP In Two Years

Primal Thesis

Home

Home