Nikhil Majithia 7/23/26 Nikhil Majithia 7/23/26

Ten things we are watching in this (AI) narrative-driven market.

Margin Debt

Read More

Nikhil Majithia 5/11/26 Nikhil Majithia 5/11/26

The Valuation Trap: Oil Price Shock, Inflation, and Record Equity Markets

Read More

Nikhil Majithia 4/16/26 Nikhil Majithia 4/16/26

Middle East War: Professor Pape says the US Escalation Trap continues…

Read More

Nikhil Majithia 3/17/26 Nikhil Majithia 3/17/26

Completing one year as an Independent RIA

Read More

Nikhil Majithia 3/3/26 Nikhil Majithia 3/3/26

Fear vs. Flows: The Gamification of War and Wall Street

Fear vs. Flows: The Gamification of War and Wall Street

Read More