Daily Alpha · Substack
· Post-Market Alpha · by Buzzberg Research
Capital Flows argues devaluation is not bullish, and Gaetano is launching weekly updates with Optics, Hyperscalers and Physical AI baskets.
Capital Flows: devaluation is not bullish
Capital Flows argues that since the US took the dollar off the gold standard, free-floating currencies have served as the release valve for economic warfare and financial imbalances, and that devaluation is not bullish.
It frames free-floating currencies as the release valve for financial imbalances.
Source →Gaetano launches weekly updates and Optics, Hyperscalers and Physical AI baskets
Gaetano plans weekly Sunday updates covering watchlist buy prices, valuations, risks and his own holdings, with three initial baskets: Optics, Hyperscalers and Physical AI, and AI Medicine and Healthcare to follow.
It signals more thematic attention on optics, hyperscalers and physical AI, without naming securities.
Source →QTR's Fringe Finance updates its market dashboard heading into 2027 with an increasingly cautious macro outlook
The author updates the 2026 watchlist, the investments the author still loves and an increasingly cautious macro outlook, and names some stocks under consideration for next year.
It marks a more cautious macro stance from the author.
Source →