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Krypton Research

Investment Research Rooted in Abstraction.

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Issues46Founded10 months agoLast Issue11 days ago
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Latest Issues

Buy The Canary?

Investment Memo, Oracle Corporation (NYSE:ORCL)

The last week has seen an acceleration of a theme in markets that has been growing louder for months. Despite a brief reprieve from the July lows across the AI complex, there was always a deg...

11 days ago
10
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Krypton Markets: 10/17/26

Well, so much for the quiet markets.

Last week, we were discussing how unusually little activity was moving through equities. Trading volumes had fallen to levels we hadn’t seen in years, and the market seemed content to drift higher despi...

12 days ago
8

Volume II: The Price Of The Future

For most of the last decade, time was cheap.

For over 40 years in this country, yields fell. A steady decline from the early 1980s Volcker-era peaks, when the federal funds rate briefly moved above 20% and the yield on 10-year government b...

15 days ago
6
2

Krypton Markets: 10/10/26

Markets are adrift.

In the least hyperbolic sense, things have gotten boring.

Volume on SPY has been on a steady decline throughout the year and is now sitting at multi-decade lows. In fact, Friday’s trading volume was the lowest dating...

19 days ago
16

Krypton Markets: 10/3/26

Editor’s Note:

Krypton Research was never meant to be another place investors check.
The goal is to build the place they need.

Markets are usually consumed in fragments. A macro newsletter here. A stock pitch there. A portfolio somewhe...

a month ago
10
3

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