Street Alpha
Former buyside analyst. Over a decade of experience. Bilingual in English and Chinese. Data-driven and quantamental. I write about global macro & equities to help you discern signal from noise.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 94 | Founded | 3 months ago | Last Issue | 7 days ago |
| Active | |||||
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AI泡沫什么时候破？
人工智能的营收，能否追上那笔七千二百五十亿美元的资本开支？
© 2026 Street Alpha. All rights reserved.
AI's capex is real. The returns are still in transit.
Can AI's revenue catch its $725 billion capex bill?
© 2026 Street Alpha. All rights reserved.
石油市场的倒计时已经换了一个时钟
从库存倒计时，到通航可信度倒计时，油市的风险并没有消失，只是换了一种形式。
本文是对《石油市场的隐形倒计时》的更新。5月19日那篇文章试图从底层模型解释一个当时看似矛盾的问题：为什么伊朗战争造成了历史级别的供应冲击，但布伦特原油并没有涨到150美元？当时的结论是，市场并不是失灵，而是在定价一场被缓冲机制暂时托住的供应缺口。文章识别出四个主要缓冲器：需求破坏、战略储备释放、非中东供应替代，以及中国不透明但庞大的储备行为。模型还估算，当时全球可动用的运营库存缓冲约为5.2亿桶，...
Oil Market's Clock Has Changed Hands
The MOU did not end the oil crisis. It converted the inventory clock into a credibility clock, and the variables that matter now are vessels, insurance, and the August nuclear deadline, not draw rates
This is an update to "The Oil Market's...
鹰派的表演：沃什在6月17日究竟做了什么
© 2026 Street Alpha. All rights reserved.
Disclaimer: This article is for informational and educational purposes only. It does not constitute financial, legal, or geopolitical investment advice. The views expressed are based on public inte...
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The writers behind this newsletter.
Former buyside analyst with 10+ years of experience, writing at the intersection of global macro, geopolitics, and equities. Bilingual in English and Chinese, I use a data-driven, quantamental lens to cut through the noise.
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