
What actually matters to the stock market, plus quantitative Economic research with a focus on leverage and labor. (Hint: ignore most financial news)
| Platform | Pricing | Only free issues | Publishes | Twice weekly | |
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| Issues | 396 | Founded | 5 years ago | Last Issue | 10 days ago |
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Nothing points to a particular direction. Indicators are pointing sideways, tensions are rising (again and stronger) in the middle east, and broader macroeconomic conditions are downright strange. Quit...
Funny. Marketinout.com no longer shows the full McClellan Oscillator when I click it. Instead, it shows me a snapshot of the last few months’ behavior. Based on this, I expect continued exuberan...
Decision: Pass at current prices. Revisit after June 3 earnings on net new ARR weakness. At $663, is pressing against all-time highs two weeks before a known catalyst, having nearly doubled from its February lows, and...
I plan to be long , and plan to dollar-cost average with staged entries around the July 22 Q2 earnings catalyst.
Source: Servicenow.com screenshot
The market has de-rated the stock 51% on workflow abstraction and mul...
Here’s a draft of a strategy I’m developing for shorting that YouTuber’s stocks.
The full report more backtests and charts will be available to paid subscribers, and anyone who refers Weekly Catal...
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The writers behind this newsletter.
Decision Scientist and adjunct simulating things, closing knowledge gaps, and messing around.
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