On 19 January 2025, a Medium article titled "Why the Stock Market Will Collapse in 2025: A Brutally Honest Prediction" captured my attention with its stark warning of imminent financial doom.While market concerns deserve serious consideration, a deep dive reveals a more nuanced reality. My analysis examines the article's core predictions through the lens of data, historical patterns, and systemic analysis. I commend the author for his candid and bold predictions driving me to research, i...

On 19 January 2025, a Medium article titled "Why the Stock Market Will Collapse in 2025: A Brutally Honest Prediction" captured my attention with its stark warning of imminent financial doom.While market concerns deserve serious consideration, a deep dive reveals a more nuanced reality. My analysis examines the article's core predictions through the lens of data, historical patterns, and systemic analysis. I commend the author for his candid and bold predictions driving me to research, i...

I have invested in and continue to invest in Robinhood shares. The information contained in this write up is not intended to serve as financial advice. It is just my opinion and remember, there is no substitute to doing your own research. Also note that my minimum investment horizon is 5-10 years.1.0 The Access Game, Interface Revolution & Experiential Lock-InFor centuries, the greatest secrets were hidden away. Available only to those who knew where to look. Not anymore … Vlad Tenev, Founder...

I have invested in and continue to invest in Robinhood shares. The information contained in this write up is not intended to serve as financial advice. It is just my opinion and remember, there is no substitute to doing your own research. Also note that my minimum investment horizon is 5-10 years.1.0 The Access Game, Interface Revolution & Experiential Lock-InFor centuries, the greatest secrets were hidden away. Available only to those who knew where to look. Not anymore … Vlad Tenev, Founder...

TL;DRRobinhood targets a $60 trillion global asset market opportunityCompany aims for 3x-15x growth potential through strategic expansionFlywheel drives user acquisition and ecosystem reinforcementMillenial / Gen Z dominnance and wealth transfer trends favour its growthInternational expansion and crypto leadership position the company for gloabl reachAdjacent financial services and M&A strategy diversify revenue stremasDramatic financial turnaround: from losses to $1.41 billion profit in 2024...

TL;DRRobinhood targets a $60 trillion global asset market opportunityCompany aims for 3x-15x growth potential through strategic expansionFlywheel drives user acquisition and ecosystem reinforcementMillenial / Gen Z dominnance and wealth transfer trends favour its growthInternational expansion and crypto leadership position the company for gloabl reachAdjacent financial services and M&A strategy diversify revenue stremasDramatic financial turnaround: from losses to $1.41 billion profit in 2024...

Once the teacher of democracy, Europe finds itself on the receiving end of a lecture. What JD Vance’s fiery Munich speech reveals about the continent’s challenges—and opportunities. You can see the full speech here: https://www.youtube.com/live/pCOsgfINdKg?si=fyrwo03iJ5qAECel You can read coverage of his speech by The Financial Times here: JD Vance hits out at Europe’s ‘threat from within’ Get the appImage generated by author using ChatGPTThe tables have turnedAh, Europe—the cradle of democra...

Once the teacher of democracy, Europe finds itself on the receiving end of a lecture. What JD Vance’s fiery Munich speech reveals about the continent’s challenges—and opportunities. You can see the full speech here: https://www.youtube.com/live/pCOsgfINdKg?si=fyrwo03iJ5qAECel You can read coverage of his speech by The Financial Times here: JD Vance hits out at Europe’s ‘threat from within’ Get the appImage generated by author using ChatGPTThe tables have turnedAh, Europe—the cradle of democra...

Pre-ReadingRead my earlier articles introducing the concept of AI in Drug Discovery here - AI Meets Drug Discovery: A Healthcare Revolution in the Making Read my deep-dive on Recursion Pharmaceuticals here - Recursion Pharmaceuticals A speculative play that could deliver 15x returns for investors Read my article on price action on Recursion Pharmaceuticals here - RXRX: The Biotech Rollercoaster You Didn’t Know You Were Riding Consider subscribing or signing up to my publication if you like re...

Pre-ReadingRead my earlier articles introducing the concept of AI in Drug Discovery here - AI Meets Drug Discovery: A Healthcare Revolution in the Making Read my deep-dive on Recursion Pharmaceuticals here - Recursion Pharmaceuticals A speculative play that could deliver 15x returns for investors Read my article on price action on Recursion Pharmaceuticals here - RXRX: The Biotech Rollercoaster You Didn’t Know You Were Riding Consider subscribing or signing up to my publication if you like re...

Elon Musk is what happens Before RevolutionsPhoto by BoliviaInteligente on UnsplashErudite and a well-written essay into history. It was truly insightful to understand the economic environment that drove revolutions like those in France and Russia. I only have one observation, which highlights a key difference between today’s America and the historical revolutions discussed. While both the French and Russian revolutions were driven, in part, by efforts to increase taxes or strengthen bureaucr...

Elon Musk is what happens Before RevolutionsPhoto by BoliviaInteligente on UnsplashErudite and a well-written essay into history. It was truly insightful to understand the economic environment that drove revolutions like those in France and Russia. I only have one observation, which highlights a key difference between today’s America and the historical revolutions discussed. While both the French and Russian revolutions were driven, in part, by efforts to increase taxes or strengthen bureaucr...

Image generated by author using GROKThe Mirage of Missed Boats and the Irony of Belief It is amusing to note that the phrase “I missed the boat” has become the anthem of financial regret, a refrain sung by those watching Bitcoin ascend to dizzying heights. Yet, as I reflect on my own journey, I realize my missed boat wasn’t tethered to a specific price point or market trend. No, my shipwreck was emotional—a steadfast attachment to beliefs shaped by theoretical valuations and the gospel of inv...

Image generated by author using GROKThe Mirage of Missed Boats and the Irony of Belief It is amusing to note that the phrase “I missed the boat” has become the anthem of financial regret, a refrain sung by those watching Bitcoin ascend to dizzying heights. Yet, as I reflect on my own journey, I realize my missed boat wasn’t tethered to a specific price point or market trend. No, my shipwreck was emotional—a steadfast attachment to beliefs shaped by theoretical valuations and the gospel of inv...

Read my deep dive on Robinhood here - Robinhood: A Potential 3x to 15x Growth Story in the MakingRobinhood has launched a prediction markets hub within its app, allowing users to trade on outcomes of major events such as Federal Reserve interest rate decisions and college basketball tournaments. This initiative represents Robinhood's entry into a growing market segment that sits at the intersection of financial trading and event-based speculation. The hub operates within a regulated fram...

Read my deep dive on Robinhood here - Robinhood: A Potential 3x to 15x Growth Story in the MakingRobinhood has launched a prediction markets hub within its app, allowing users to trade on outcomes of major events such as Federal Reserve interest rate decisions and college basketball tournaments. This initiative represents Robinhood's entry into a growing market segment that sits at the intersection of financial trading and event-based speculation. The hub operates within a regulated fram...

AlphaMonk Portfolio - Percentages denote current weights of each securityGet more from Satishan in the Substack app Available for iOS and Android Get the appWhat happened this quarter?As January 2025 shattered global temperature records despite La Niña conditions, another storm was brewing across financial markets. The implementation of sweeping tariffs by the new US administration sent ripples through global supply chains, whilst central bankers hovered anxiously over interest rate decisions...

AlphaMonk Portfolio - Percentages denote current weights of each securityGet more from Satishan in the Substack app Available for iOS and Android Get the appWhat happened this quarter?As January 2025 shattered global temperature records despite La Niña conditions, another storm was brewing across financial markets. The implementation of sweeping tariffs by the new US administration sent ripples through global supply chains, whilst central bankers hovered anxiously over interest rate decisions...

Exploring the impact of Global M2 on the S&P 500, Nasdaq 100, FTSE 100, EURO STOXX 50, NIFTY 50, and BOVESPA 100 — and the unique challenges each market faces. I hope this article provides retail investors with an overview of the role of Global M2 while highlighting how each index responds differently based on regional dynamics and sectoral compositions!Introduction: Defining Global M2Global M2, often referred to as the world’s total money supply, is a measure of liquid assets available in th...

Exploring the impact of Global M2 on the S&P 500, Nasdaq 100, FTSE 100, EURO STOXX 50, NIFTY 50, and BOVESPA 100 — and the unique challenges each market faces. I hope this article provides retail investors with an overview of the role of Global M2 while highlighting how each index responds differently based on regional dynamics and sectoral compositions!Introduction: Defining Global M2Global M2, often referred to as the world’s total money supply, is a measure of liquid assets available in th...