Market Architect Capital Research
JinSharing system thinking about capitalism. Share trade, copy my portfolio, share my experience, etc
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 416 | Founded | 4 years ago | Last Issue | 3 days ago |
| Active | |||||
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Warren Buffett is a very kind and smart person
The Axioms of Kindness
Kindness is an exceedingly complex discipline.
The first difficulty of this discipline lies in the fact that it requires you to simultaneously become the object of investigation. One cannot observe kindness fro...
Why the May 27–29 Treasury Auctions Matter More Than the Fed Right Now
The biggest 2Y–7Y supply test yet with SLR tight, ON RRP at zero, and RMP almost gone.
Tomorrow, I might not write because of my personal stuffs to settle.
NVIDIA Again! Still a Buy Now? If not, Buy What?
Q1 showed a structurally insane business and a market that’s already priced in “insane” as base case.
Chapter 1 - NVIDIA’s Product Stack
Why 2% Growth, Flat Jobs, and 4% Core Inflation Can All Be True
This isn’t boom or bust — it’s a system that’s out of room to move, and portfolios need to adjust.
Here is the problem.
How the “Risk‑Free Rate” Became the Biggest Macro Risk
Do we still buying the AI dip?
The market is trying to run two regimes at once.
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| Subscribers | Engagement | 69 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I like research, trading, decoding the mechanisms of capital worlds, developing tools to enhance trading results, and sharing ideas on trading.
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