Math & Cynce
Cynce, TronI take long tours and the occasional deep dive into the market order and implications of a range of subjects from volatility to emerging technology, their supply chain ecosystems, and how I think they will develop over time.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 16 | Founded | 6 months ago | Last Issue | 6 days ago |
| Active | |||||
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cynce.substack.comLatest Issues
Daily Brief - The SpaceX IPO Filing
OK Everyone, I know we are all excited to see what is worth $2T. Ok, well maybe it’s just me. Watch this space as more details and analysis emerge, but I wanted to get something out there for people that don’t have time to read through the...
Daily Brief - Jobs Report May 7, 2026
OK, this isn’t that type of update. We will go there another day. I’m not an economist, labor expert, or anything like that. I’m just looking at trends and observing what I see in the market. We have layoffs accelerating in tech and profess...
Daily Brief - Earnings Week May 4th, 2026
I don’t think I have ever mentioned this but I hate earnings season. Don’t get me wrong, I’m not one of those people that think earnings should be done away with… I just hate playing during these weeks, and especially with the way the marke...
I'm not writing about politics...
I don’t claim to know what our President is thinking and I certainly don’t know anything about his portfolio investment practices. What I do know, from observation, is that he and people around him seem to find outsized growth when the mark...
There's no AAA in Space
Special thanks to for mentioning Astroscale last night and sending me down a 12 hour research rabbit hole. More and more names in the M&C Private Company Tracking Database.
What happens when a satellite fails? Interestingly enough, it...
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Authors
The writers behind this newsletter.
iseeoptions on reddit / cynce on discord Experienced trader with a passion for volatility trades, visualizing bear theories, and harvesting theta income.
I’m an investor who specializes in defense, engineering, and critical minerals.
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