Arya’s Substack
AryaMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 246 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||
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aryadeniz.substack.comLatest Issues
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...
The Warsh Fed May Be a Druckenmiller Fed
Over the weekend, I was watching Kevin Warsh’ interviews over the past decade and I thought to myself, his opinions really resemble that of Stanley Druckenmiller’s. No wonder. The new Fed chairman, Kevin Warsh, worked for Stanley Druckenmil...
July 2026 - Market Thoughts
Hello - we are 2 days into the second half of 2026, and already got quite interesting price action across all asset classes. If you were levered long semis without the right risk management, your portfolio may be in a 10%+ drawdown beginnin...
Deep Dive: Hertz Global Holdings Inc. (HTZ)
I haven’t written a deep dive in a while - I was thinking about some of my investment heroes (not Soros and Druckenmiller this time), such as Bill Ackman and Carl Icahn. They have made several successful dumpster dives and found terrible bu...
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