Frazis Capital Partners
Frazis Capital Partners, ElliannaFrazis Capital Partners
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 16 | Subscribers | Read | fraziscapital.substack.com |
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September 2025 Investment Update
Dear investors and well-wishers,
The big quant surge is behind us - what's next?
01:20 – Quant funds: July’s surge
What caught our eye this week
Texas Instruments shared this long term chart on semiconductor cyclicality. Historically, slumps have ended around the 40 week mark, which would be May this year.
Authors
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Technology and the life sciences
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