Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
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.
Up.
Price > War. Repeat After Me.
The Neocloud Sector For Dummies (The Cestrian Circle Newsletter).
Here To Stay Or Gone Tomorrow?
MaxQ On The Redemption Arc - Will The Market Reach Orbit Or Crash Out?
Drop All Opinion. Watch That ATH. It will tell you everything.
TSMC (TSM) Q1 FY12/26 Earnings Analysis
A Modest Beat vs. Markets At Peaks
How To Play Hot Stocks, CoreWeave (CRWV) Edition - The Cestrian Circle Newsletter