All Circle Notes

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?

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?