Thematic trading and investing research focused on identifying high conviction ideas through fundamental and technical analysis, emerging themes, and narratives.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 148 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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zastocks.comLatest Issues
The War Is Over: An Excerpt From October 2026
The market felt different today for the first time in a long time.
Finally, it’s over.
Long Term Portfolio Overview
A review of my long term portfolio and my long term investment watchlist.
Each quarter at the end of earnings season I like to step back and review my long term portfolio.
Weekly Market Report 8/30/26
My favorite chart in the market, new potential theme + powerful narrative, hybird software/crypto play in a monster base, my portfolio, and more.
Another week, another Elon Musk vs. Sam Altman feud.
The Next Big Move Is Near
My “new” position, what I’m expecting from the market, and more.
Nvidia blew the doors off.
Nvidia, Warsh, and Bessent: The Clock Is Ticking
Nvidia earnings, Jackson Hole, and Treasury buybacks. Is it enough to save the market?
The next few days are arguably the most important days for the market until the midterm elections.
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Authors
The writers behind this newsletter.
Thematic trading and investing research focused on identifying high conviction ideas through fundamental and technical analysis, emerging themes, and narratives.
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