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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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Issues73Founded3 months agoLast Issue2 days ago
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Latest Issues

Edition 67 — Preparation. GM's Trucks Print 30%, 3M Beats, and the Market Holds Its Breath for Big Wednesday

General Trend

The word we choose for today is preparation.

Wall Street rebounded this Tuesday as investors gear up for the Big Wednesday, with both Tesla and Alphabet reporting. We will not repeat yesterday’s breakdown of what we are w...

2 days ago
1

Edition 66 — Sum of All Fears. Houthis Blockade Saudi Arabia, Two Mag 7 on Deck, Ryanair leaks on oil

General Trend

New week on Wall Street, dear members of the Awakened Nation. Yet again the weekend was the theatre of negative developments in the Middle East. We have lost count of how many times we have written that sentence, which is...

3 days ago
3
3

Edition 65 — Challenge. Netflix Beats and Still Drops 8%, and Why We Are Not Flinching

General Trend

The word we choose for today is challenge.

Today, dear readers, we want to focus on Netflix earnings. The numbers are one thing, and everyone can pull them, so let us give you the quick breakdown first. Q2 revenue was up...

5 days ago
7

Edition 64 — Retreat. TSMC Beats and Falls Anyway, Tariffs Return, and Lilly Bets on the Brain

General Trend

The word we choose for today is retreat.

Wall Street ended the penultimate session of the week on the drop. It was one of those days. We told you the narratives running Wall Street were oscillating between optimism, hope,...

6 days ago
4

Edition 63 — Faith. ASML Confirms the Chip Boom, PayPal Draws a $53B Bid, and the Market Chooses to Believe

General Trend

The word we choose for today is faith.

Wall Street ended the mid-week session on the rise. Life at Wall Street right now is shaped by three narratives: inflation, AI, and the war in the Middle East.

Take inflation first....

7 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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