Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Intel (INTC) Q1 FY12/26 Earnings Analysis (No Paywall)
Blowout.
Wen Moon? Market On Open, Thursday 23 April
The Golden Age Of America, Part Deux
ServiceNow (NOW) Q1 FY12/26 Earnings Analysis
It did WHAT $NOW ???
Vertiv (VRT) Q1 FY12/26 Earnings Review
Running Hot.
Raytheon ( RTX ) | Q1 FY12/26 | Earnings Review
The Way Of The Exploding Monolith
What If This Really Is The Golden Age?
An Appropriate Day To Say … Think Different.
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).