Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.
Macro for Civilians. Hunting for acorns in the market for 30 years.
Weekly roundup of news coming out of the ๐จ๐ณ (China) electric vehicle, autonomous vehicle, battery, advanced driving asist systems (ADAS) and chip / silicon sectors and what it means for rest of the world.
Your morning financial markets briefing. Highlights from the previous day, macro themes at play and a look ahead to upcoming key events. This publication is on pause as of July 2024 to focus on our AI product.
Daily morning financial news and analysis from an ex-Wall Streeter trying too hard to be funny. You get what you pay for (it's free)
Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.