Market-beating longs at the inflection points reshaping the world.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 75 | Founded | 10 months ago | Last Issue | 12 days ago |
| Active | |||||
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theinflectioneconomy.substack.comLatest Issues
The Midterm Playbook: What Actually Matters?
Our midterm call, the themes that could win or lose, and the deficit problem neither party seems willing to fix.
With the US midterms almost here, investors are trying to work out whether a Democratic sweep would hurt stocks, a split Congr...
The Rate Turn
Here We Go
THEMATIC LONG: Rate Sensitive Plays
GitLab in a World Drowning in Code
What Anthropic’s source-control overhaul reveals about the software explosion, GitHub’s vulnerabilities and our $70 bull case into 2027.
Was a bit ironical when we posted a bullish GitLab tweet last week as the stock hit highs, reiterating...
After the Compounder Trap: Four Stocks We’re Interested In
Revisiting the original list, adding four businesses we’re interested in, and asking whether they can earn their place over the S&P 500.
In July, we wrote When Compounders Stop Compounding. At the time the question was uncomfortable: why w...
September Portfolio Review: The Cost of Concentration
The Inflection Portfolio finished September up 24.9% year to date, but the month exposed the cost of our largest position.
The portfolio ended September up approximately +24.9% year to date, down -6.5% for the month, with 32.7% of current...
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Authors
The writers behind this newsletter.
Market-beating longs at the inflection points reshaping the world.
Co PM at Logos LP. Author @The Inflection Economy. Love investing, stoicism and learning new things.
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