Three-decade investment professional with experience in US public stocks, leveraged buyouts and venture capital. CEO of Cestrian Capital Research, Inc.
Market On Open, Thursday 6 February
….. and breathe!
Market On Open, Wednesday 5 February
Not DeepSeek Not Google Not AMD And Not Trade Wars Can Kill The Bull. Yet.
AMD Q4 FY12/24 Earnings Review
Not Nvidia. That’s The Problem Here.
Market On Open, Tuesday 4 February
Consolidating Under Resistance
Palantir Q4 FY12/24 Earnings Review
More Reasons To Love Securities Markets
Market On Open, Monday 3 February
It Was All Over But Now We Are So Back
Market On Open, Friday 31 January
It Was All Over But Now We Are So Back
Microsoft Q2 FY6/25 Earnings Review
No-One Likes Satya Anymore, It’s Official
Market After The Close, Wednesday 29 January
You Can’t Fix Inflation Without Breaking …. Oh Wait