Victaurs
VictaursMaking sense of markets. Not financial advice & education only.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 184 | Subscribers | Read | victaurs.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Inside Goldman’s AI Winners and Losers List in Software and SaaS
The rational investor's guide to the 26 winners, the 41 losers, and 3 thoughts on the SaaS sell off.
Druckenmiller Bought XLF. Here's What He's Actually Owning (Or Owned)
Druckenmiller’s latest 13F showed a position in XLF, and yes that filing is stale. But it is a useful prompt to look inside this fund, to see if it’s worth owning.
The $5 Billion Wager Hiding in the Texas Dirt
Concrete, transformers, and the race to build the AI cloud
Weekend Bank & Market Pulse & One Way I Use AI To "Improve" My Investing
Good morning & Happy Saturday (and Valentine’s Day).
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Authors
The writers behind this newsletter.
Making sense of markets. Not financial advice & educational only.
Frequently Asked Questions
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