Investing & Megatrends

Crack The Market is levelling up: Lock in current pricing before July 31st

Join world leading investors and individuals building long term wealth with institutional level research

Jun 29 •

Ingredients: Reformulating the world - a resilient and high quality growth sector at an inflection point

The reformulation wave is coming and will meet the sector’s powerful growth engine

Jun 13 •

and

DualEdge Invest

Every article of Crack The Market now comes with its very own podcast episode

Fresh and engaging discussions for you to take your investment research on the go

May 20 •

The future of the US IRA/green technologies: winners and losers

Utilities and solar better than feared, wind, nuclear and EVs get hit hard as expected

May 17 •

Data centers: opportunities in the AI infra buildout

From semiconductors, industrials, utilities, real estate

Apr 30 •

and

Launching the Crack The Market subscriber chat

A space and community for subscribers to connect, build knowledge and wealth

Apr 24 •

3 Themes and 30 Stocks for a Deglobalizing World

This Golden Age of Uncertainty is creating a once in a generation opportunity to build positions in companies and trends that will create long term…

Apr 12 •

Prepare for a once in a generation wealth creation opportunity with Crack The Market

Doubling my idea generation output (for the same price!) in a historic time to help you grab this opportunity to build long term wealth

Apr 7 •

How to play the tariff wars and deglobalization: resilience, sovereignty & reshoring, China

Three type of stocks to ride the Golden Age of Uncertainty

Apr 4 •

25% US Auto Import Tariffs: A wrecking ball to the Western auto industry

What happened and who are the winners and losers

Mar 28 •

My stock selection process

Strategic positioning, growth drivers, financial robustness, great management and governance quality

Mar 24 •

Crack The Market: build wealth by owning great companies/stocks

Understand great businesses and trends like an institutional investor

Mar 24 •

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