Disruptive analytics
Magnus OfstadMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 171 | Founded | 3 years ago | Last Issue | 17 days ago |
| Active | |||||
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AI Is The Economy
If it hadn’t been for the AI build-out, the US would be in recession now. This bifurcation plays out socio-economically, politically, and in the stock market.
Socio-economically, the gains are highly uneven. Those with capital, investors w...
Volatility
Usually, midterm years are volatile in the presidential cycle. 2026 has confirmed this to the fullest. We got continuous sector rotation. In February and March, we had a correction. Energy stocks were the only thing that worked. Last month,...
Inflation
There is a huge chasm in our society. Last week, the American consumer sentiment came in at rock bottom. Economists, however, are far more positive. In general, they say that while consumers feel bad in aggregate, they continue to spend as...
Back In The Game
I haven’t been updating you on my market thinking for a few weeks now. There are two reasons for this. First, I have lacked motivation due to the war. It’s hard to opine on companies and markets when so much depends on an exogenous situatio...
Recession
Many ask how Americans could elect Donald Trump, an obvious moron, as President twice. Well, I can think of many reasons. I’m not going to go down the list here; however, we are remiss if we don’t acknowledge that his deregulation and tax p...
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Authors
The writers behind this newsletter.
I have more than 30 years of experience as a retail investor and am now fully engaged in managing my own money. My educational background is in computer science and history, in which I hold two master's degrees.
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