The Latest On Bitcoin And Ether (The Cestrian Circle Newsletter)
New ATHs For Bitcoin and Ether? No-One Will Believe It.
All Circle Notes
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
The World Is At War … And You’re Bearish Cybersecurity?? The Cestrian Circle Newsletter
Don’t Sleep On Cyber!
The Future Of Software, And How To Spot The Companies That Grasp It - The Cestrian Circle Newsletter
DISCLAIMER: This note is intended for US recipients only and,
The Beginning Of The End For Social Media - Pinterest (PINS) Q4 FY12/25 Earnings Review
Mood Board: Color Me Depressed
CrowdStrike (CRWD) Q4 FY1/26 Earnings Review
...and clearing it.
Stocks Also Do Go Up - The Cestrian Circle Newsletter
The Grass Actually IS Greener Over There
The Future Of War, Part Deux - One Stop Systems (OSS) Q4 FY12/25 Earnings Review
One Stop Systems, The Ruggedized Combat Leader
Veeva Systems (VEEV) – Q4 FY1/2026 Earnings Review
VEEV Q4 Beat Caps a Strong Fiscal Year; AI Agent Rollout Begins