PCH Perspectives
PCH PerspectivesMarket perspectives and ideas from the PCH
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 28 | Subscribers | Read | pchperspectives.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Weekend Thoughts on White Collar AI Disruption
I’ve seen some extrapolations on the white collar job decline that are going a wee bit too far.
SaaS Self-Help: Not so fast
This is a quick one but wanted to jot down … As you’ve seen and I’ve discused in prior posts, the software sector has taken a beating in the wake of new AI model capabilities, most notably by Anthropic, that have driven an “AI come to Jesus...
I See Dead People: Some Math Behind the Risk to Software Private Equity and the Financial Model (And By extension, Certain Software Publics)
The software private equity capital cycle is here
Momo unwind - Warsh / Metals/ Crypto / Nasdaq
The nomination of Warsh kick-started a big decline in precious metals, as it hit the ‘debasement theory’ underlying a lot of the speculation there, and leveraged positions were taken out. This then hit crypto and next tech stocks.
Authors
The writers behind this newsletter.
Market perspectives and ideas from the PCH by a market veteran
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