Entrepreneur and business strategist through the internet techs infancy, construction contractor, high-level top tier banker. Helping you think clearly, act decisively. Market success is not from complex data sets but a set of fundamentals to follow.
| Platform |  | Pricing | Freemium | Publishes | Daily |
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philippinelli.substack.comLatest Issues
Weekly Market Update for September 4th, 2026
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A week full of important info - so a lot to cover.
We are seeing a notable “renaissance” or resurgence for the Magnificent Seven (Mag 7) tech stocks. After spending much of the year lagging behind the broader market and dea...
The ROI Is Finally Showing Up Where Nobody Expected
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For months now I have been warning of an investor backlash.
We have moved from how much are companies spending on capex?
To investors now asking a different question.
What are we getting back?
The answer is beginning to...
Weekly Market Update for August 28, 2026
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Wall Street spent the week trying to answer three questions.
Is the AI infrastructure boom still accelerating?
Is software finally proving that AI can be a tailwind rather than an extinction event?
And is the Federal...
The Most Profitable Acquisition Is Sometimes No Acquisition
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History shows that the companies with the patience to walk away from a merger often end up winning far more than the companies that write the biggest checks.
Wall Street loves action.
A multibillion dollar acquisition is an...
Weekly Market Update for August 21st, 2026
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Wall Street finally had a down week.
The S&P 500 lost 1.4%, the Nasdaq fell 2.1%, the Dow declined 0.8%, and the Russell 2000 gave back 1.6%. Friday produced a decent rebound, but not enough to erase the damage. Rising long...
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The writers behind this newsletter.
I break down markets, share market insights, analysis, and strategy. Providing frameworks designed for you when building real wealth. Decades in Technology and Banking along with my own businesses give you my edge in business lessons.
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