The Great Bifurcation In Software Is Upon Us. (The Cestrian Circle Newsletter).
Not all software stocks are the same. Choose wisely. Violence is good.
Alex King
Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
The Market And The Damage Done (To Investor Psyches)
Worry Not.
And Just Like That ... Bears Are Toast! (For Now).
Thar She Blows, Cap'n
The Latest On Bitcoin And Ether (The Cestrian Circle Newsletter)
New ATHs For Bitcoin and Ether? No-One Will Believe It.
The Market x WW3
The 21-Day EMA or, How I Stopped Worrying And Learned To Love WW3
Will This Market Crash Because Of The War?
Why Are Stocks Not Crashing?
No Cockroaches, No Unicorns: Private Credit Beyond The Headlines - The Cestrian Circle Newsletter
Private credit has been in the headlines lately, from “cockroaches” to “SaaSpocalypse”, to “investors flee”. We check in on reality.
It’s Still About Oil. Oh, Also Fertilizer. Er, And Helium.
Securities x IRL, Again
AI Is No Longer Optional - No AI, No Edge. (The Cestrian Circle Newsletter).
Easy To Use High Performance AI Trading Services
Hyperliquid: Everything Is Shifting Under The Surface.
No-One, And Nothing, Is Safe.