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Oliver Buchannon
Vijay Jadhav

Newsletter with curated news and analysis of financial markets

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
Fed Holds Rates Amid Record Dissents

May 3, 2026

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12 min read

Fed Holds Rates Amid Record Dissents

Vijay Jadhav
Vijay Jadhav
Fresh Record Close For S&P 500 and Nasdaq

Apr 26, 2026

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8 min read

Fresh Record Close For S&P 500 and Nasdaq

Vijay Jadhav
Vijay Jadhav
Focus Will Shift to Strong Earnings

Apr 19, 2026

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9 min read

Focus Will Shift to Strong Earnings

Vijay Jadhav
Vijay Jadhav
AI Race Accelerates Compute Power Need

Apr 12, 2026

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13 min read

AI Race Accelerates Compute Power Need

Vijay Jadhav
Vijay Jadhav
SpaceX IPO & Market Rebound

Apr 5, 2026

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11 min read

SpaceX IPO & Market Rebound

Vijay Jadhav
Vijay Jadhav
Broad De-Risking

Mar 29, 2026

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14 min read

Broad De-Risking

Vijay Jadhav
Vijay Jadhav
 Four Straight Weeks of Losses

Mar 22, 2026

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11 min read

Four Straight Weeks of Losses

Vijay Jadhav
Vijay Jadhav
Oil Prices Matter for US Equities

Mar 22, 2026

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14 min read

Oil Prices Matter for US Equities

Vijay Jadhav
Vijay Jadhav
Oil Inflation Risk Meets Mixed Labor Market

Mar 8, 2026

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15 min read

Oil Inflation Risk Meets Mixed Labor Market

Vijay Jadhav
Vijay Jadhav
Race To Buy AI Compute

Mar 1, 2026

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14 min read

Race To Buy AI Compute

Vijay Jadhav
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
Vijay Jadhav
AI Disruption Jitters

Feb 15, 2026

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14 min read

AI Disruption Jitters

Vijay Jadhav
Vijay Jadhav
$650bn AI Capex

Feb 8, 2026

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15 min read

$650bn AI Capex

Vijay Jadhav
Vijay Jadhav
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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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