Big Sky Market Analysis
Independent Investor
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 27 | Founded | 4 months ago | Last Issue | 8 days ago |
| Active | |||||
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grizinvestor.substack.comLatest Issues
Liability Management
Assessing Monetary Policy and the different nodes of power
History shows that the State will care about monetary affairs. Monetary policy affects the economic cycle, the political class understands that the economic cycle affects economic...
08/18/26 Update
“Homines dum docent discunt” Lucius Annaeus Seneca, 63 A.D.
The quote I reference above is from Seneca the Younger, who was the mentor/tutor to Emperor Nero. It can be translated from Latin to “men learn as they teach.” He was a genius: in...
8/10/26 Update
Equities remain attractive
There has been intense focus on multiple elements of the technology boom we are living in right now. The fact that it is a boom is undeniable. All the large cap tech companies are borrowing and investing right no...
08/05/26 Update
Risk On
The Nasdaq reversed its 6 day losing streak with 4 violent green days in which the Composite rose 9.5%. As was posited last week, the Wednesday evening block trade of the bulk of Situational Awareness’ public holdings marked the ST...
Trillion-Dollar Cash Walls and the Great Tech Capital Wars
A Monumental Week
While the short term market behavior remains chaotic - the ripples, the long term trends are becoming more clear - the tides. For those who haven’t read my past articles, Charles Dow pioneered the articulation of the impo...
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Authors
The writers behind this newsletter.
33 year Wall Street veteran bringing Fortune 500 C suite level market analysis to individual investors.
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