I've been taking them for a decade. Want to read? — Market Memo
| | | | 👋 Hi! | You're reading Market Memo. |
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| | | Markets are weird. They're supposed to be rational - efficient pricing of risk, all that textbook stuff. But then the dollar strengthens while gold rallies, or tech ignores macro entirely, or credit markets signal one thing while equities do the opposite. None of it makes sense until you zoom out and see how the pieces connect. | That's what I spend my time doing. Connecting pieces. |
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| | | | | Now over next | I've worked as an investment analyst for the past decade. Started at institutional firms, tracked global macro trends, built models, analyzed capital flows. | Somewhere along the way I realized the interesting part wasn't predicting what would happen next - that's mostly guesswork dressed up as analysis. | The interesting part was understanding what's happening right now and why. |
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| | | So I started writing it down. Not for anyone in particular, just for myself. | Trying to make sense of how equities move relative to bonds, why commodity curves shift, what central banks are actually signaling versus what they're saying. | Eventually those notes became Market Memo. |
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| | | | | | What I write about | It's analysis of what's moving across markets - equities, fixed income, commodities, macro - and more importantly, how it all fits together. | When investment-grade credit tightens but high-yield doesn't follow, that's not random. When sectors rotate in specific patterns, that's information. When policy shifts create downstream effects, that matters. | I'm not trying to tell you what to buy or sell. I'm trying to give you context - the kind where you finish reading and actually understand what's happening. |
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| | | Each issue breaks down what moved and why it matters. | I look at divergences - when things that should move together don't. I watch positioning - where money is actually going versus where headlines say it's going. I track second-order effects - how a Fed decision flows through markets into sector rotations. | The writing is dense. I assume you know yield curves and credit spreads. If you want understanding over hot takes, you're in the right place. |
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| | | | | Market Memo is my attempt to make sense of what's happening in markets. If that sounds useful, welcome. |
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| | | | Your inbox is valuable. I'll do my best not to waste your time. |
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| | | | Venkatesh Srinivasalu
—Market Memo |
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