Alpha Growth Club

Alpha Brief is a short, signal-only newsletter delivering market context, high-conviction ideas, and time-saving insights — without noise.

Jul 6, 2026

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6 min read

The Great Rotation

The best quarter since 2020 ended with money leaving the winners and a soft jobs print changing the rate conversation.

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Jun 29, 2026

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5 min read

The Wedge in the Machine

The AI trade split in two this week, with memory winning and everyone who buys it losing.

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Jun 22, 2026

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5 min read

The Week the War Ended

Peace arrived, oil collapsed, a new Fed chair set his tone, and the largest IPO in history priced.

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Weekly Newsletter

Jun 15, 2026

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5 min read

Whiplash Week

Escalation, the hottest inflation in three years, and a peace rally — all in five sessions.

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Weekly Newsletter

Jun 8, 2026

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5 min read

The Week the AI Trade Blinked

A strong jobs report and a Broadcom stumble reminded markets that gravity still applies.

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Weekly Newsletter

Jun 1, 2026

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5 min read

The AI Revenue Wave Arrives

It stopped being a story about future bookings. This week it showed up on income statements.

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Weekly Newsletter

May 25, 2026

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5 min read

Demand Has Gone Parabolic.

Nvidia confirmed the cycle. The consumer did too. The macro stayed uncomfortable.

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Weekly Newsletter

May 18, 2026

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5 min read

Inflation's New Chapter

April CPI moved the goalposts. Markets are still adjusting to where they now stand.

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Weekly Newsletter

May 11, 2026

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5 min read

The Signal from the Shop Floor

Earnings confirmed. Labour softened. Oil found a floor.

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May 4, 2026

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5 min read

Records on Borrowed Time

Markets reached new highs. The structural picture did not.

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Apr 27, 2026

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4 min read

Earnings Hold the Line!

Records extended. The macro case for them remains contested.

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Apr 20, 2026

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4 min read

Records on Borrowed Time

Markets reached new highs. The structural picture did not.

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Apr 13, 2026

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9 min read

Ceasefire Relief, Inflation Reality 📈

The guns paused. The economic damage did not.

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Markets Hold Their Shape, but the Cost of Risk Has Changed 📈

Apr 6, 2026

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6 min read

Markets Hold Their Shape, but the Cost of Risk Has Changed 📈

Rates stayed firm as oil, AI spending, and earnings reset the debate

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Mar 30, 2026

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8 min read

The Oil Variable 🛢️📈

When geopolitics sets the agenda, fundamentals follow

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Mar 23, 2026

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6 min read

Energy Shock Resets the Risk Calculus📈

The Iran conflict moves from background noise to front-page driver

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Markets Adjust to an Oil Shock as AI Capital Meets a Harder Macro Test 📈

Mar 16, 2026

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6 min read

Markets Adjust to an Oil Shock as AI Capital Meets a Harder Macro Test 📈

Policy stayed cautious, but portfolios became more selective

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Markets Reprice Risk as Oil, Labour, and AI Collide 📈

Mar 9, 2026

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6 min read

Markets Reprice Risk as Oil, Labour, and AI Collide 📈

Policy stayed cautious, but capital became more defensive

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Rates Hold the Line as AI Spending Tests Market Patience 📈

Mar 2, 2026

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5 min read

Rates Hold the Line as AI Spending Tests Market Patience 📈

Capital stayed invested, but it demanded more proof

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Feb 22, 2026

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5 min read

Rates Steady, Capital Selective 📈

AI spending persists as macro signals keep markets disciplined

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AI Spending and Policy Anchors Define a Divergent Week 📈

Feb 16, 2026

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4 min read

AI Spending and Policy Anchors Define a Divergent Week 📈

Markets balanced macro signals with concentrated capital flows

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Rates Anchor the Tape as AI Spending Sets the Debate 📈

Feb 9, 2026

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6 min read

Rates Anchor the Tape as AI Spending Sets the Debate 📈

Policy stayed steady, but capital got more selective

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Selective Strength and Earnings Signals in a Policy-Anchored Market 📈

Feb 2, 2026

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5 min read

Selective Strength and Earnings Signals in a Policy-Anchored Market 📈

Markets balance macro constraints with differentiated earnings leadership

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Selective Strength in a Constrained Macro Environment 📈

Jan 26, 2026

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4 min read

Selective Strength in a Constrained Macro Environment 📈

Selective strength emerges under policy constraints

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Rates Set the Framework; Select Leaders and Laggards Surface. 📈

Jan 19, 2026

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4 min read

Rates Set the Framework; Select Leaders and Laggards Surface. 📈

AI leadership persists while rate sensitivity reshapes markets

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The Great Rotation

The Wedge in the Machine

The Week the War Ended

Whiplash Week

The Week the AI Trade Blinked

The AI Revenue Wave Arrives

Demand Has Gone Parabolic.

Inflation's New Chapter

The Signal from the Shop Floor

Records on Borrowed Time

Earnings Hold the Line!

Records on Borrowed Time

Ceasefire Relief, Inflation Reality 📈

Markets Hold Their Shape, but the Cost of Risk Has Changed 📈

The Oil Variable 🛢️📈

Energy Shock Resets the Risk Calculus📈

Markets Adjust to an Oil Shock as AI Capital Meets a Harder Macro Test 📈

Markets Reprice Risk as Oil, Labour, and AI Collide 📈

Rates Hold the Line as AI Spending Tests Market Patience 📈

Rates Steady, Capital Selective 📈

AI Spending and Policy Anchors Define a Divergent Week 📈

Rates Anchor the Tape as AI Spending Sets the Debate 📈

Selective Strength and Earnings Signals in a Policy-Anchored Market 📈

Selective Strength in a Constrained Macro Environment 📈

Rates Set the Framework; Select Leaders and Laggards Surface. 📈

The Alpha Brief | Weekly

Why The Alpha Brief?

Most finance content wastes your time.
Alpha Brief filters the noise and delivers clarity, not opinions.

Built for people who think long-term and move with intention.

Alpha Growth Club

The Great Rotation

The Wedge in the Machine

The Week the War Ended

Whiplash Week

The Week the AI Trade Blinked

The AI Revenue Wave Arrives

Demand Has Gone Parabolic.

Inflation's New Chapter

The Signal from the Shop Floor

Records on Borrowed Time

Earnings Hold the Line!

Records on Borrowed Time

Ceasefire Relief, Inflation Reality 📈

Markets Hold Their Shape, but the Cost of Risk Has Changed 📈

The Oil Variable 🛢️📈

Energy Shock Resets the Risk Calculus📈

Markets Adjust to an Oil Shock as AI Capital Meets a Harder Macro Test 📈

Markets Reprice Risk as Oil, Labour, and AI Collide 📈

Rates Hold the Line as AI Spending Tests Market Patience 📈

Rates Steady, Capital Selective 📈

AI Spending and Policy Anchors Define a Divergent Week 📈

Rates Anchor the Tape as AI Spending Sets the Debate 📈

Selective Strength and Earnings Signals in a Policy-Anchored Market 📈

Selective Strength in a Constrained Macro Environment 📈

Rates Set the Framework; Select Leaders and Laggards Surface. 📈

The Alpha Brief | Weekly

Why The Alpha Brief? Most finance content wastes your time. Alpha Brief filters the noise and delivers clarity, not opinions. Built for people who think long-term and move with intention.

Why The Alpha Brief?

Most finance content wastes your time.
Alpha Brief filters the noise and delivers clarity, not opinions.

Built for people who think long-term and move with intention.