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The Awakened Investor

5 years. 2,500+ daily market reports. Equities, crypto, macro. The black swan is now the norm — the white swan feels like a mirage. Welcome to The Awakened Investor

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Issues102Founded5 months agoLast Issue8 days ago
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Latest Issues

Edition 96 — Back to School. September's Bad Reputation, AI as the Cheat Code, and the Macro Triad

General Trend

It is back to school, dear readers. September is not only the month students dread as they trade sleeping in for homework, it is also the market’s least favourite month, historically its weakest of the year. And as we flag...

8 days ago
1

Edition 95 — Change. The Jackson Hole Debrief, a Hike Back on the Table, and August Closes

General Trend

The word we choose for today is change.

Time to close August, dear readers, and is there a better way to do it than with a Jackson Hole debrief? A lot of it confirmed what we already suspected, but we will try to make it...

10 days ago
6

Edition 94 — Shining. Nvidia Lights Up the Whole Tape, Software Roars Back, and Now Warsh Takes the Stage

General Trend

The word we choose for today is shining.

Wall Street turned green this Thursday, and it shone thanks to Nvidia. We gave you a first look yesterday, dear readers; today we can say a bit more after dissecting the print.

Q2...

11 days ago
2

Edition 93 — Sticky. Nvidia Beats and Says the Quiet Part, Meta Pays $16.6B, and Inflation Won't Budge

General Trend

The word we choose for today is sticky.

Wall Street ended the mid-week session without steam, because everything worth watching was happening after the bell, with Nvidia. We stayed up to bring you the headlines, dear read...

12 days ago
3

Edition 92 — Lull. Dick's Trips Over Foot Locker, and Where We Are Hunting in Trump's Defense Blueprint

General Trend

The word we choose for today is lull.

Wall Street ended what we like to call the session-before on a quiet note, with the bulls taking a slight edge. The calm of the day let the rate market settle a little, while oil gave...

14 days ago
3

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  • The Awakened Investor

    5 years. 2,500+ daily market reports. Equities, crypto, macro. The black swan is now the norm — the white swan feels like a mirage. Welcome to The Awakened Investor

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