Will This Market Crash Because Of The War?
Why Are Stocks Not Crashing?
Alex King
Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
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.
It’s Still About Oil. Oh, Also Fertilizer. Er, And Helium.
Securities x IRL, Again
AI Is No Longer Optional - No AI, No Edge. (The Cestrian Circle Newsletter).
Easy To Use High Performance AI Trading Services
Hyperliquid: Everything Is Shifting Under The Surface.
No-One, And Nothing, Is Safe.
The World Is At War … And You’re Bearish Cybersecurity?? The Cestrian Circle Newsletter
Don’t Sleep On Cyber!
The Schrödinger Market: Is This Cat Dead Or Alive?
ALERT: May Not Survive The 0800 DoW Briefing
Here Comes Q2 - Will It Be Bullish?
Has Armageddon Been Averted Or Only Paused?
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