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| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 141 | Founded | 6 years ago | Last Issue | 4 days ago |
| Active | |||||
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gilescapital.substack.comLatest Issues
Giles Capital Reads - Week 41
Sorry for missing last week, extended travel got in the way. This issue is meatier to make up for it.
A few giants held up the S&P 500 in September while 391 of its stocks fell, and Ben Carlson shows the worst bond run on record. Fund lett...
Giles Capital Weekly - Week 41
Welcome to another edition of Giles Capital Weekly.
Welcome to another edition of Giles Capital Weekly. Global stocks slid as the AI trade wobbled, with Asian tech cracking while Treasuries rallied on haven dema…
Giles Capital Weekly - Week 40
A delayed weekly this week, apologies for that.
A delayed weekly this week, apologies for that. Straight to the ideas.
Giles Capital Reads - Week 39
Meta's Muse and the cost of building AI take up much of the week, alongside a few reads on when paying up for a great company stops working. The One to Save is a guide to how banks make money.
Ideas
Industry Primer: US Regional...
Giles Capital Weekly - Week 39
A delayed weekly this week, apologies for that.
A delayed weekly this week, apologies for that. Straight to the ideas.
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