The Pale Blue Dot
Saad KhanSaad's thoughts on investing, macro and other eclectic musings
| Platform |  | Pricing | Only free issues |
|---|---|---|---|
| Publishes | Weekly | Issues | 145 |
| Subscribers | Read | saadkhan88.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Trump's First Few Days
In November last year, I wrote a piece detailing my thoughts on Trump’s impact on the economy, markets and my portfolio holdings. I had warned at the time that there was a wide range of outcomes, and that investors should think carefully ab...
Are Chinese Equities 'Un-investable'?
In November 2020, the Chinese government blocked the IPO of Ant Financial, owner of China’s dominant payments platform AliPay, after a controversial speech by Ali Baba’s (BABA) founder Jack Ma (BABA currently owns ~32% of Ant Financial). A ...
Uranium - What To Look For In 2025
After a modest recovery in November, the uranium sector was slammed once again into year-end due to a combination of tax loss selling, spot price drop, and correlation to broader weakness across commodities and the energy complex. Sentiment...
New Year, New Trade
Long CL risk reversal. Sell $60 put, buy $75 call for May ‘25.
Authors
The writers behind this newsletter.
Ex- investment banker with more than a decade of experience in M&A advisory, capital raising and equity derivatives. Now a business owner and investor. Based in Toronto, Canada.
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