Arya’s Substack
AryaMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 249 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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aryadeniz.substack.comLatest Issues
Deep Dive: Independent Power Producers
Following July momentum unwind, names like Bloom Energy got crushed alongside neoclouds like and . Both recently had their earnings - the message from CoreWeave, Inc. and Nebius Group NV is that AI infrastructure demand is still outrunnin...
The Yen Has Changed Regimes
I have been writing about USD/JPY (United States Dollar/Japanese Yen) for a long time now.
This article is from October, 2025.
This article is from March 2026.
Up until last week of July 2026, not much has happened in the USD/JPY trade t...
The Buyer Who Once Needed Time
In late 2008, Citadel’s flagship funds were down roughly 55%, investors wanted their money back, and the firm was close enough to failure that television crews were waiting outside its Chicago headquarters. Ken Griffin was 40 years old. He...
Rest in Peace, Senator Lindsey Graham
Lindsey Olin Graham was an American politician and attorney who represented South Carolina in the United States Senate from 2003 until his death in 2026.
Lindsey Graham was a patriot, and a good man. May he rest in peace.
"This action wil...
(Real Estate) Private Equity Was and Is Always a Timing Trade
S2 Capital’s first multifamily fund is being dissolved with no return of capital. I don’t know the founder, and I have no issues with a fund going under - it’s very sad, it puts tremendous amount of strain on everybody involved, and I hope...
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