The Signal in the Noise

Market Rhymes.

Macro strategy, historical parallels, and the search for alpha in the noise. Weekly commentary and in-depth investment analysis.

Latest Deep Dive

Long term winner, or legacy incumbent in the making?

A deep dive into Figma, the impact of generative AI, and where I think it's going.

AI narratives hit the financial sector, while Meta and Ring push surveillance boundaries. Plus, a look at Unity's earnings and Discord's IPO prep.

An analysis of the paradoxical market reaction to AI infrastructure spending and the shifting SaaS landscape.

Looking for something specific?