Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data. Written by a 17-year Tech Hedge Fund Veteran.
I have two jobs: ALPHA GENERATOR & MOM.
That last part means I let clients know when it's safe & when it's not.
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News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.
Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger, Tom Dotan & Jonathan Weber.
Capital Flows Research gives active investors a daily, actionable macro map of rates, credit, FX, and equities so their positioning stays aligned with the prevailing regime instead of getting blindsided by it.