All Circle Notes

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?

How To Play Hot Stocks, CoreWeave (CRWV) Edition - The Cestrian Circle Newsletter

$CRWV Is A Hot Stock - Here’s How To Play It

Autodesk Q4 FY1/26 Earnings Review. Is This The Bottom? (NO PAYWALL)

Is The Edifice Crumbling?

Occidental Petroleum (OXY) Q4 FY12/25 Earnings Review

Can Oil Stocks Keep Climbing?

The Latest On Bitcoin And Ether (The Cestrian Circle Newsletter)

New ATHs For Bitcoin and Ether? No-One Will Believe It.

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.

AI Is No Longer Optional - No AI, No Edge. (The Cestrian Circle Newsletter).

Easy To Use High Performance AI Trading Services