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Investors Search for Meaning
Questions for pullbacks
Apr 23, 2024
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Vikas Kalra
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Investors Search for Meaning
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March 2024
AI, Crypto, Casino, and Contagions
And New Opportunities
Mar 20, 2024
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Vikas Kalra
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AI, Crypto, Casino, and Contagions
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January 2024
Where Will Earnings Sizzle?
Winning themes, sectors, and names in 2024: MedTech, Shipping, Security, Biotech, Rest of AI
Jan 30, 2024
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Where Will Earnings Sizzle?
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Cloudy with a Chance of Earnings Sizzle: Part 1
What Is Mr. Market Thinking?
Jan 19, 2024
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Vikas Kalra
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Cloudy with a Chance of Earnings Sizzle: Part 1
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November 2023
A December To Remember Market
And what you should keep in mind for the future
Nov 30, 2023
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Vikas Kalra
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A December To Remember Market
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Wine Winners, Missy Mudpit, and Deserts
Macro Morsels: The Mighty Mississippi is a Mudpit | The Amazon Desert | The Dominance of US Wine
Nov 20, 2023
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Wine Winners, Missy Mudpit, and Deserts
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Explaining the Yield Curve That Troubles You
A Yield Curve Primer To Make Sense of Your Money
Nov 14, 2023
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Vikas Kalra
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Explaining the Yield Curve That Troubles You
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October 2023
Thriving in Scarcity, 101. For Business, You, Me
Nuggets of insight to live by from a leading VC
Oct 10, 2023
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Vikas Kalra
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Thriving in Scarcity, 101. For Business, You, Me
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Treat and Then Trick. The Storms We Ignore.
Sorry, Taylor, Beyonce, and Barbie can't help.
Oct 6, 2023
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Vikas Kalra
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Treat and Then Trick. The Storms We Ignore.
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September 2023
The Markets' Next Act: 7 Charts That Matter Now and Tomorrow
3 key themes deciding the next direction
Sep 13, 2023
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Vikas Kalra
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The Markets' Next Act: 7 Charts That Matter Now and Tomorrow
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The Directors Script: Happily Ever After Under Cloudy Skies?
The stock market script for the rest of 2023
Sep 12, 2023
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Vikas Kalra
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The Directors Script: Happily Ever After Under Cloudy Skies?
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Hot Yields, Market Heat Stroke
And the $2 trillion Saudi project that is raising inflation
Sep 6, 2023
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Vikas Kalra
4
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Hot Yields, Market Heat Stroke
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