CV Research(@CVResearch_):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!

CV Research

@CVResearch_

Deep dives on the stocks for the long run. Full thesis and thoughts on substack. By @CKCapitalxx + @VantixResearch

参加 June 2026

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CV Research@CVResearch_

2026.09.05 01:08

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!