Vijay Jadhav

Newsletter with curated news and analysis of financial markets

Mar 15, 2026

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14 min read

Oil Prices Matter for US Equities

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

Mar 1, 2026

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14 min read

Race To Buy AI Compute

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

Feb 15, 2026

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14 min read

AI Disruption Jitters

Vijay Jadhav

Feb 8, 2026

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15 min read

$650bn AI Capex

Vijay Jadhav

Market Rewards Companies Owning the Full Stack of AI

Feb 1, 2026

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19 min read

Market Rewards Companies Owning the Full Stack of AI

Vijay Jadhav

Jan 25, 2026

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16 min read

Markets Eye Gold, Fed, & Big Tech Week

Vijay Jadhav

Jan 18, 2026

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13 min read

Small Caps Surge, Inflation Eases

Vijay Jadhav

Jan 11, 2026

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12 min read

2026 Opens Strong: AI, Debt, Tech

Vijay Jadhav

Major Central Banks Near End of Rate Cuts

Jan 4, 2026

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10 min read

Major Central Banks Near End of Rate Cuts

Vijay Jadhav

Dec 28, 2025

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10 min read

Strongest GDP In Two Years

Vijay Jadhav

Dec 21, 2025

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13 min read

Softer Inflation and the Labor Market

Vijay Jadhav

Dec 14, 2025

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12 min read

All It Takes To Keep Ample Reserves

Vijay Jadhav

Dec 7, 2025

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10 min read

Worst Week for Treasuries Since April

Vijay Jadhav

Black Friday Sales Underscore Shoppers' Resilience

Nov 30, 2025

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12 min read

Black Friday Sales Underscore Shoppers' Resilience

Vijay Jadhav

Nov 23, 2025

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14 min read

Nvidia Eases AI Bubble Concerns

Vijay Jadhav

Rate Cut Worries, GPU Risks, AI Spending

Nov 16, 2025

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12 min read

Rate Cut Worries, GPU Risks, AI Spending

Vijay Jadhav

Nov 9, 2025

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14 min read

Michael Burry Shorts AI

Vijay Jadhav

The Fed Cuts Rate and Freezes Balance Sheet

Nov 2, 2025

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17 min read

The Fed Cuts Rate and Freezes Balance Sheet

Vijay Jadhav

Oct 26, 2025

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15 min read

Cooler CPI Cements The Rate Cuts

Vijay Jadhav

Oct 19, 2025

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14 min read

Alibaba Says AI Spending Paying Off

Vijay Jadhav

Oct 12, 2025

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12 min read

Circular Spending In AI

Vijay Jadhav

OpenAI - World's Most Valued Private Company

Oct 5, 2025

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11 min read

OpenAI - World's Most Valued Private Company

Vijay Jadhav

Sep 28, 2025

•

12 min read

Resilient Growth, Tamed Inflation

Vijay Jadhav

Vijay Jadhav

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

Softer Inflation and the Labor Market

All It Takes To Keep Ample Reserves

Worst Week for Treasuries Since April

Black Friday Sales Underscore Shoppers' Resilience

Nvidia Eases AI Bubble Concerns

Rate Cut Worries, GPU Risks, AI Spending

Michael Burry Shorts AI

The Fed Cuts Rate and Freezes Balance Sheet

Cooler CPI Cements The Rate Cuts

Alibaba Says AI Spending Paying Off

Circular Spending In AI

OpenAI - World's Most Valued Private Company

Resilient Growth, Tamed Inflation

Primal Thesis

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