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INSIGHTS

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OUR INVESTMENT STRATEGY IS CENTERED ON FUNDAMENTAL ANALYSIS. THIS REQUIRES A LOT OF RESEARCH AND INSIGHT. THIS IS NOT A PASSIVE ENDEAVOR AND REQUIRES AN IMMENSE AMOUNT OF DILIGENCE AND CURIOSITY. THIS MEANS WE ARE CONSTANTLY ENGAGED IN OUR RESEARCH. WE FIND SOME INTERESTING INSIGHTS ALONG THE WAY AND HERE WE SHARE SOME OF THOSE INSIGHTS WITH YOU.

Opinions expressed here are not to be
taken as investment advice.

CRISIS: 1990 & 2026

 

BY: JC RODRIGUEZ

MARCH 2026

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THE GREAT PARADOX:
AI, LABOR, AND INVESTING


BY: JC RODRIGUEZ
MARCH 2026
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NAVIGATING THE TIDES

BY: JC RODRIGUEZ
SEPTEMBER 2025​​​​​​

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THE

COMPOUNDING

MACHINES


BY: JC RODRIGUEZ
AUGUST 2025

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BIG TECH'S THIRST

FOR ENERGY


BY: JC RODRIGUEZ
AUGUST 2025​​​​​​

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