InvestorTalkDaily
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InvestorTalkDaily is a daily newsletter focused on investments and finance. Each morning, I deliver insights, market trends, and pra...
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This is an automated Substack Account of https://investortalkdaily.substack.com
Discover more/Create at: @skystack.xyz
Silver Is Sniffing Something the Market Isn’t • Monetary Hedging Is Back — Quietly
Silver Is Sniffing Something the Market Isn’t
Monetary Hedging Is Back — Quietly
investortalkdaily.substack.com
January 7, 2026 at 4:38 PM
Silver Is Sniffing Something the Market Isn’t • Monetary Hedging Is Back — Quietly
Liquidity Is Back • But It’s Not Bullish in the Way People Think
Liquidity Is Back
But It’s Not Bullish in the Way People Think
investortalkdaily.substack.com
January 5, 2026 at 4:39 PM
Liquidity Is Back • But It’s Not Bullish in the Way People Think
The “No-Landing” Market • Why Financial Conditions Are Easing While Policy Is Still Restrictive
The “No-Landing” Market
Why Financial Conditions Are Easing While Policy Is Still Restrictive
investortalkdaily.substack.com
January 4, 2026 at 4:40 PM
The “No-Landing” Market • Why Financial Conditions Are Easing While Policy Is Still Restrictive
The Silent Liquidity Drain No One Is Pricing In
The Silent Liquidity Drain No One Is Pricing In
investortalkdaily.substack.com
January 2, 2026 at 4:39 PM
The Silent Liquidity Drain No One Is Pricing In
Energy Is Breaking the Inflation Truce • Second-Order Effects Markets Are Ignoring
Energy Is Breaking the Inflation Truce
Second-Order Effects Markets Are Ignoring
investortalkdaily.substack.com
December 31, 2025 at 4:34 PM
Energy Is Breaking the Inflation Truce • Second-Order Effects Markets Are Ignoring
The Slow Burn: Why “Higher for Longer” Is No Longer a Forecast — It’s a Regime • Corporate America: Interest Expense Is Eating the Margins
The Slow Burn: Why “Higher for Longer” Is No Longer a Forecast — It’s a Regime
Corporate America: Interest Expense Is Eating the Margins
investortalkdaily.substack.com
December 29, 2025 at 4:34 PM
The Slow Burn: Why “Higher for Longer” Is No Longer a Forecast — It’s a Regime • Corporate America: Interest Expense Is Eating the Margins
Global Trade & Capital Flows: The Quiet Rewiring of the World Economy • De-Dollarization: More Narrative Than Reality
Global Trade & Capital Flows: The Quiet Rewiring of the World Economy
De-Dollarization: More Narrative Than Reality
investortalkdaily.substack.com
December 26, 2025 at 4:39 PM
Global Trade & Capital Flows: The Quiet Rewiring of the World Economy • De-Dollarization: More Narrative Than Reality
Deep Dive: Retail Investors Are No Longer “Noise” • How Institutions Are Adapting
Deep Dive: Retail Investors Are No Longer “Noise”
How Institutions Are Adapting
investortalkdaily.substack.com
December 24, 2025 at 4:37 PM
Deep Dive: Retail Investors Are No Longer “Noise” • How Institutions Are Adapting
The Fragmenting World Economy: How Trade Policy Is Reshaping Growth, Capital, and Power • Why 2025’s trade shocks are not temporary noise — but a structural shift investors must adapt to.
The Fragmenting World Economy: How Trade Policy Is Reshaping Growth, Capital, and Power
Why 2025’s trade shocks are not temporary noise — but a structural shift investors must adapt to.
investortalkdaily.substack.com
December 22, 2025 at 4:38 PM
The Fragmenting World Economy: How Trade Policy Is Reshaping Growth, Capital, and Power • Why 2025’s trade shocks are not temporary noise — but a structural shift investors must adapt to.
The Great Disconnect: Why the AI Bubble Isn’t About the Tech
The Great Disconnect: Why the AI Bubble Isn’t About the Tech
investortalkdaily.substack.com
December 21, 2025 at 4:38 PM
The Great Disconnect: Why the AI Bubble Isn’t About the Tech
The $1.2 Trillion Signal: Bull Market Fuel or a Ticking Time Bomb?
The $1.2 Trillion Signal: Bull Market Fuel or a Ticking Time Bomb?
investortalkdaily.substack.com
December 20, 2025 at 4:37 PM
The $1.2 Trillion Signal: Bull Market Fuel or a Ticking Time Bomb?
The U.S. Economy Is Bifurcating — and Markets Are Pricing Only One Half • Why Markets Price the “Winning Half”
The U.S. Economy Is Bifurcating — and Markets Are Pricing Only One Half
Why Markets Price the “Winning Half”
investortalkdaily.substack.com
December 18, 2025 at 4:39 PM
The U.S. Economy Is Bifurcating — and Markets Are Pricing Only One Half • Why Markets Price the “Winning Half”
Eli Lilly (LLY): The First Trillion-Dollar Bio-Pharma Juggernaut? • Why the “Triple G” Pipeline and Manufacturing Moat Justify the Valuation Premium
Eli Lilly (LLY): The First Trillion-Dollar Bio-Pharma Juggernaut?
Why the “Triple G” Pipeline and Manufacturing Moat Justify the Valuation Premium
investortalkdaily.substack.com
December 11, 2025 at 4:39 PM
Eli Lilly (LLY): The First Trillion-Dollar Bio-Pharma Juggernaut? • Why the “Triple G” Pipeline and Manufacturing Moat Justify the Valuation Premium
Airbnb (ABNB): A Value Trap or the Ultimate Contrarian Play? • Navigating regulatory headwinds and the ‘Experience’ pivot as valuation resets to historical lows
Airbnb (ABNB): A Value Trap or the Ultimate Contrarian Play?
Navigating regulatory headwinds and the ‘Experience’ pivot as valuation resets to historical lows
investortalkdaily.substack.com
December 9, 2025 at 4:37 PM
Airbnb (ABNB): A Value Trap or the Ultimate Contrarian Play? • Navigating regulatory headwinds and the ‘Experience’ pivot as valuation resets to historical lows
ASML: The Ultimate Chokepoint in the Silicon Supply Chain • Why the Market’s Obsession with Cyclical Fear Masks the Secular AI Boom Opportunity
ASML: The Ultimate Chokepoint in the Silicon Supply Chain
Why the Market’s Obsession with Cyclical Fear Masks the Secular AI Boom Opportunity
investortalkdaily.substack.com
December 7, 2025 at 4:41 PM
ASML: The Ultimate Chokepoint in the Silicon Supply Chain • Why the Market’s Obsession with Cyclical Fear Masks the Secular AI Boom Opportunity
Netflix: The “Utility of Attention” Enters Its Prime • Why the pivot to Live Sports and Ad-Tier maturity makes the current volatility a strategic entry point
Netflix: The “Utility of Attention” Enters Its Prime
Why the pivot to Live Sports and Ad-Tier maturity makes the current volatility a strategic entry point
investortalkdaily.substack.com
December 6, 2025 at 4:40 PM
Netflix: The “Utility of Attention” Enters Its Prime • Why the pivot to Live Sports and Ad-Tier maturity makes the current volatility a strategic entry point
Salesforce: The “Death of SaaS” Was Greatly Exaggerated • Why the Agentforce pivot changes the math, traps the shorts, and re-rates the stock.
Salesforce: The “Death of SaaS” Was Greatly Exaggerated
Why the Agentforce pivot changes the math, traps the shorts, and re-rates the stock.
investortalkdaily.substack.com
December 4, 2025 at 4:38 PM
Salesforce: The “Death of SaaS” Was Greatly Exaggerated • Why the Agentforce pivot changes the math, traps the shorts, and re-rates the stock.
Alkami Technology: A Growth Story on Trial • Why ALKT’s massive sell-off could be a prime opportunity for long-term, data-driven investors.
Alkami Technology: A Growth Story on Trial
Why ALKT’s massive sell-off could be a prime opportunity for long-term, data-driven investors.
investortalkdaily.substack.com
December 2, 2025 at 4:41 PM
Alkami Technology: A Growth Story on Trial • Why ALKT’s massive sell-off could be a prime opportunity for long-term, data-driven investors.
PYPL: The $64 Billion “Show-Me” Story • Why the market is pricing PayPal for failure while ignoring its high-growth processing engine
PYPL: The $64 Billion “Show-Me” Story
Why the market is pricing PayPal for failure while ignoring its high-growth processing engine
investortalkdaily.substack.com
November 30, 2025 at 4:40 PM
PYPL: The $64 Billion “Show-Me” Story • Why the market is pricing PayPal for failure while ignoring its high-growth processing engine
Asana (ASAN): A High-Risk Bet on an AI Turnaround • The market has priced this work-management pioneer for failure. Is that a costly mistake?
Asana (ASAN): A High-Risk Bet on an AI Turnaround
The market has priced this work-management pioneer for failure. Is that a costly mistake?
investortalkdaily.substack.com
November 29, 2025 at 4:38 PM
Asana (ASAN): A High-Risk Bet on an AI Turnaround • The market has priced this work-management pioneer for failure. Is that a costly mistake?
AMD: More Than an AI Underdog • Why accelerating data center dominance makes this high-flyer a core long-term holding, even at today’s prices.
AMD: More Than an AI Underdog
Why accelerating data center dominance makes this high-flyer a core long-term holding, even at today’s prices.
investortalkdaily.substack.com
November 27, 2025 at 4:41 PM
AMD: More Than an AI Underdog • Why accelerating data center dominance makes this high-flyer a core long-term holding, even at today’s prices.
The AI Surge Oracle Is Quietly Building Into a Market Power Play • Oracle’s Reinvention Is No Longer a Rumor
The AI Surge Oracle Is Quietly Building Into a Market Power Play
Oracle’s Reinvention Is No Longer a Rumor
investortalkdaily.substack.com
November 24, 2025 at 11:06 AM
The AI Surge Oracle Is Quietly Building Into a Market Power Play • Oracle’s Reinvention Is No Longer a Rumor
Nvidia’s Q3 FY26 Earnings: AI Demand Surges Again • And the Market Wasn’t Ready
Nvidia’s Q3 FY26 Earnings: AI Demand Surges Again
And the Market Wasn’t Ready
investortalkdaily.substack.com
November 24, 2025 at 11:06 AM
Nvidia’s Q3 FY26 Earnings: AI Demand Surges Again • And the Market Wasn’t Ready
NetApp: A Quiet Compounder in an AI-Driven Storage Cycle • Why this under-the-radar data infrastructure vendor may be positioned for multi-year upside
NetApp: A Quiet Compounder in an AI-Driven Storage Cycle
Why this under-the-radar data infrastructure vendor may be positioned for multi-year upside
investortalkdaily.substack.com
November 24, 2025 at 11:06 AM
NetApp: A Quiet Compounder in an AI-Driven Storage Cycle • Why this under-the-radar data infrastructure vendor may be positioned for multi-year upside
Apple’s Premium Valuation: Can It Still Compound? • A deeper look at Apple’s evolving AI strategy, services momentum, and long-term investment case
Apple’s Premium Valuation: Can It Still Compound?
A deeper look at Apple’s evolving AI strategy, services momentum, and long-term investment case
investortalkdaily.substack.com
November 24, 2025 at 11:06 AM
Apple’s Premium Valuation: Can It Still Compound? • A deeper look at Apple’s evolving AI strategy, services momentum, and long-term investment case