Macroeconomics, fundamental stock analysis and technical charts. These are the three foundations of the Pragmatic Investing Pyramid.
| Platform |  | Pricing | Freemium | Publishes | Daily |
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jamesfoord.substack.comLatest Issues
Weekly Technical Roundup
Buying The Dip?
S&P 500 (Daily)
Sorry, Trump, China Is Already Winning At AI
Thesis Summary
Sam Altman and Elon Musk want to slow down the pace of AI development, but President Trump is concerned about China’s AI lead.
Stanford’s 2026 AI Index puts the gap between the best US model and the best Chinese model at...
Oil, Yen, AI: The Perfect Storm
And what I’m actually buying
Thesis Summary
2 More AI Bargains
I’ve spent the last several months building out the AI infrastructure side of the portfolio.
I’ve spent the last several months building out the AI infrastructure side of the portfolio. The neoclouds, the compute names, the memory plays.
My 6 Highest Conviction AI Stocks
And More To Come
AI has reshaped almost every aspect of our lives, and that includes our portfolio here at The Pragmatic Investor.
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Authors
The writers behind this newsletter.
Hi, my name is James and I have been studying and writing about stock markets for the last ten years.
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