Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Market On Open, Thursday 25 September
Panic?
ExxonMobil Q2 FY12/25 Earnings Review
Number Salad, Line Signal
Market On Open, Wednesday 24 September
The Magic Of The 8-Day
Micron Q4 FY8/25 Earnings Review
The Air Is Getting Thin Up Here
Market On Open, Tuesday 23 September
A Small Crystal Ball. Just A Little One.
Big Money Crypto: Market Update
Not So Gloomy Really
NO PAYWALL VERSION: Market On Open, Monday 22 September
Eyes On The Prize
Market On Open, Monday 22 September
Eyes On The Prize
NO PAYWALL: CoreWeave, Capex And The AI Belief System
When Balance Sheets Resemble Event Horizons For Money