Connecting the Dots: Aggregate Fintwit Intelligence, Options Flow, Technical Analysis, Fed Macro
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Growth Must Outrun the Cost of Capital
AI will give that strong growth and now everything else has a new hurdle rate
Recap ✅ Below is from my Aug 23, 2026 Substack post: The Next Narrative: Cost of Capital vs Growth and Valuations—this article was made available to everyone and...
The Next Narrative: Cost of Capital vs Growth and Valuations
Next Narrative: Cost of Capital against Valuations
30-year Treasury yield approaching 5% in next 4-8 weeks poses critical risk to S&P 500, with historical pattern showing 10-year yield spikes near 5% preceded market declines in Sept 2023...
The Market is Transitioning to AI Economics
Companies who prove they can capture revenue growth from the intelligence explosion will be highly rewarded.
Recap ✅ This is important especially staying long the Big 4 Compute/Cloud Hyperscalers (Google, Amazon, Microsoft and soon Oracle)...
The Market Wants Proof that AI Capex is not a Liability but a (future) Asset
Cost of Capital, Debt, Interest Rates and Yen Trade
Recap 💡Major earnings are happening this week along with US interest rate and BOJ decisions. It’s a crucial week that will likely determine the next market direction—bounces this week ar...
A Welcome Pullback for the AI Trade
Massive Tech Earnings Should Resume the AI Trade after Consolidation/Digestion
Recap ✅ The market indeed rotated but no one predicted the magnitude of the rotation from semiconductors to memory stocks. However, the AI growth story, thesis,...
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Authors
The writers behind this newsletter.
Not financial advice. Best of Fintwit (trading) + Macro Thoughts (investing). Student of markets and analyst. B.S. Applied Economics & Management, Cornell University
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