CV Research
@CVResearch_
Deep dives on the stocks for the long run. Full thesis and thoughts on substack.
By @CKCapitalxx + @VantixResearch
40 Following 2.4K Followers
Happy Labor Day everyone!
Our writeup for this week is out. What's in it:
- Fed goes silent all week, CPI Friday
- $119bn of Treasury auctions into 52-week high yields
- $NVDA's Jensen says AGI has arrived
- $AAPL foldable Wednesday
- $ORCL and $ADBE report Thursday
- OPEC+ on hold, diesel at a record, tanker war in Hormuz
- Canada's tariffs hit Tuesday
Going forward every newsletter is 100% free. No paid sub needed. We post two every week.
Everyone should know what's moving markets and what they own. That's what this is for.
Link in bio.
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We started doing weekly write-ups covering the market news that actually moves things. Earnings, the Fed, new data releases, energy, deals, etc.
Twice a week.
Sunday night is what's coming and what each number actually measures.
Friday night is what happened, and whether the thing we said to watch was the right thing to watch.
Anyone can tell you the jobs report comes out Friday. The useful part is knowing which line to read and how to act on it.
Link in bio, new weekly recap just posted!
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