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Blue|Pier Capital

Multi-Strategy Investment Holding

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PricingOnly free issuesPublishesWeekly
Issues11Founded3 months agoLast Issue5 days ago
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Latest Issues

Market Outlook | 10.07.2026

I have never seen the market behave the way it is behaving right now, and it makes no fundamental sense.

I do not want to spend too much time writing about the context, since I have already posted enough on every macro force affecting the...

5 days ago
1

Playbook Post | 09.30.2026

Over the last month I published slightly different kinds of articles: one on investment psychology and one on macroeconomic considerations and market outlook, alongside some trading posts. I haven’t published any single-stock analysis yet b...

13 days ago
1

Can Warsh Fix Inflation?

The Fed hiked unanimously and left the door open to more hikes before year-end. Warsh’s tone was more hawkish than at Jackson Hole, while he stuck to his principle of giving a framework rather than forward guidance.

On the one hand, I’m ha...

25 days ago
3

Playbook Post | 09.14.2026

The last Playbook article was published on August 26th and many things have changed since then. In this post you will find an update on my current holdings and sold positions, with a short explanation for each of them.

Furthermore, I have...

a month ago
4

The Need To Be Right

This is a different kind of article, one I wasn’t even planning to write, but I hope many of you will take the little time it takes to go through it.

I. Evolution of Market Participants

I don't usually write about behavioral finance, a...

a month ago
6

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