Growth Wave
16 years leading global corporate strategy. Electrical engineer. Economist. Now based in Florence — filtering signal from noise across US, European, and Korean markets. Plant early. Harvest when the crowd arrives. CEO-grade research, weekly.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 68 | Founded | 4 months ago | Last Issue | 3 days ago |
| Active | |||||
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growthpapa.substack.comLatest Issues
Letters from Florence #32: What to Count When Nothing Has Momentum
Nvidia delivered, the market answered with the second-largest one-day gain on record, and Jackson Hole took it all back the next morning. I waited a week before writing because my own read changed twice. What I found: the yield curve is fla...
Is the Wind Turning for Beauty? Reading Q2 Across Korea and the US
Both beat. Open them up and the growth belongs to something else — rhode inside e.l.f., China inside Hugel. Ten coordinates, four different endings.
Buongiorno.
Optical Networking: The Widest Seat Has Changed Hands
Optical held up as a sector, but the name in front has changed three times since March. Which seat opened widest this time?
I closed my last optical check with a line about not harvesting the seeds that carry us through summer. And a month...
Global Megawave — September 2026
Midterm years bottom in October, not August. My drawdown budget is only half spent. Here is how I’m positioning the field for autumn.
Buongiorno.
US Solar, Four Names: What to Read in Section 232
Section 232 is final and the floor is set. But when does an umbrella actually become profit, and which of these four fields has the market already walked ahead of?
In my last note on this sector, I promised that on the day the ruling lande...
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16 years structuring billion-dollar deals. Electrical engineer, master's in economics. Left that world early — now in Florence, tracking capital flows across US, Europe & Korea. Plant early. Harvest when the crowd arrives.
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