
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 | 76 | Founded | 5 months ago | Last Issue | 5 days ago |
| Active | |||||

Fluence cut fiscal 2026 guidance a second time in six weeks. Where the coordinates land now, and the three-part test I'm putting on the November print.
Buongiorno.
The leading indicator has peaked and rate hikes have begun. In past cycles prices broke first while volume survived to the end. What I watch in Korea and the US over the next six months.
Opening
Three executives bought at the same price, 3,300 jobs went, and the first euro bond priced four times oversubscribed. Four filings in two months — all pointing one way, against a stock that went down. So where do the coordinates sit now?
$...
Buongiorno, dear readers.
Buongiorno, dear readers.
Buongiorno.
Buongiorno.
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The writers behind this newsletter.
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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