Alchemist Investment Research
Alchemist InvestorMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 13 | Subscribers | Read | alchemistresearch.substack.com |
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Alchemist Weekly Strategy (Bracing for a healthy cooldown)
We have covered many important themes in recent posts regarding megacap EPS growth dominance, software’s cheap valuation metrics and the disconnect from the AI beneficiaries, importance of macro data, etc. All those themes remain true. This...
Alchemist Strategy Note (Summertime consolidation)
### Despite a ton of macro uncertainty, 1st Half of 2024 ends up posting stellar performance.
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Market Takes a Deep Breath to Digest
Alchemist's Strategy Note -- A Tale of Two Cities Continue (Jun 16 2024)
Disinflation narrative finally gets validation again:
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