Mulberry Investment Research
Mulberry Financial is for investors. Long-form equity equity and macroeconomic research from the perspective of a value investor. Join me as I seek to uncover hidden gems the market is mispricing, and to understand the macro landscape.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 30 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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mulberryfinancial.substack.comLatest Issues
I Bought Gold When It Was Unloved (And Why It Is Paying Off)
Summary
- Unsustainable Debt is Driving Up Yields: Long-term bond yields are rising as unsustainable global government debt forces central banks toward inevitable debt monetization. This creates higher monetary inflation and erodes real...
The Software AI Moat: Autodesk (ADSK) | How Wars Impact Markets & U.S. Retail Spending
Summary:
AI as a Tailwind for Software: Fear that AI will render existing software obsolete is overblown, as non-tech firms cannot easily replace mission-critical applications. Instead, software vendors will leverage AI to create vastly su...
McKesson Deep-Dive: A 20% Panic, 70% ROIC, and the Invisible Healthcare Giant (2026)
Summary
U.S. Debt Constraints and Monetary Policy: The U.S. government’s massive debt burden and structural inability to achieve spending austerity have left its finances handcuffed to the bond market, forcing investors to demand higher lo...
Rivian Stock Analysis: 4 Catalysts, 3 Risks, and the R2 Ramp (2026)
Summary
- The EV Era & The Sailing Ship Effect: The current market pessimism toward EVs mimics the 19th-century transition from wind to steam, where old technology (ICE/hybrids) experiences a final burst of innovation before the superior...
Every Stock is an AI Stock Now
Key Takeaways
In today’s post, we’re going to cover the growing tension in equity markets as investors demand clearer returns on massive AI-driven capital spending, highlighted by Meta’s recent selloff. We’ll explore why data center invest...
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Institutional-grade investment research built for investors at every level. We deconstruct complex macro themes and business fundamentals, delivering rigorous, factual analysis straight to your inbox.
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