Kikkz
KikkzI’m a former money manager and a professional equity researcher, sharing insights into the markets as I navigate them. Expect weekly market and portfolio updates, plus deep dives into specific equities and key narrative shifts as they unfold.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 5 | Subscribers | Read | kikkz.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Portfolio Update
Couple of updates as orders went off today
The Weekend Report: 29 March 2025
The tune remains the same. Not much has changed, nor does it look like changing in the future.
Quick Update: Sidelined
Nothing new.
The Weekend Report: 17 March 2025
The empathism of my last piece was how the AI trade, which has consistently lugged the entire market to new highs, looked like it had run its course. The market then timely went into freefall the following week, and has barely even attempte...
Authors
The writers behind this newsletter.
I’m a former money manager and a professional equity researcher, sharing insights into the markets as I navigate them. Expect weekly market and portfolio updates, plus deep dives into specific equities and key narrative shifts as they unfold.
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