All Circle Notes - Cestrian Capital Research.

Is Peace Bearish? (The Cestrian Circle Newsletter)

Your Daily Navigational Aid

BioMarin (BMRN) - Q1 2026 Earnings

Analog and Mixed-Signal Semiconductors: A Sector Briefing (The Cestrian Circle Newsletter)

A structured briefing on the analog and mixed-signal semiconductor sector for professional investors: what it is, how AI and robotics drive demand, who the principal companies are, and whether the market has yet discovered this as a thematic trade.

Apple Q2 FY9/26 Earnings Review

AAPL Kills It Again, Quietly

Software Sector Update (The Cestrian Circle Newsletter)

Rumors of the resurrection….

Here Comes Software (The Cestrian Circle Newsletter, No Paywall).

Is Software Next To Rally?

Why Oil Is Not At All Time Highs (The Cestrian Circle Newsletter)

Oil - Make It Make Sense!

How ETFs Actually Work - No Paywall (The Cestrian Circle Newsletter)

The Creation/Redemption Mechanism, With Worked Examples In $QQQ and $XLE.

The Neocloud Sector For Dummies (The Cestrian Circle Newsletter).

Here To Stay Or Gone Tomorrow?

Veeva Systems (VEEV): Is the AI Fear Overdone?

Is the market overstating the AI disruption risk - and is the bottom in?