Home
Archive
About
Subscribe
Sign in
Latest
Top
What to do with SpaceX?
Premium analysis - free for all
13 hrs ago
•
Vuk Vukovic, PhD
Knocking on the ceiling, but nobody's home
May CPI and SpaceX IPO this week
Jun 9
•
Vuk Vukovic, PhD
Higher for longer, FTW!
A quick note before we start: for the next two months the whole newsletter is unlocked - all the layers go out free, to everyone.
Jun 6
•
Vuk Vukovic, PhD
May 2026
The ORCA Macro Dashboard
Introducing a new subscription package!
May 30
•
Vuk Vukovic, PhD
All-time highs. Again.
Quick summary:
May 26
•
Vuk Vukovic, PhD
Dashboard watch: Gold and sectoral rotations
Markets?
May 23
•
Vuk Vukovic, PhD
NVDA to the rescue.
Quick summary:
May 19
•
Vuk Vukovic, PhD
Sell in May, and go away? Vol #345
Paid subscriber analysis
May 16
•
Vuk Vukovic, PhD
Inflation running hot again
Quick summary:
May 12
•
Vuk Vukovic, PhD
Introducing ORCA's macro dashboard
As I’ve emphasized over the last few weeks, we are in a clear grind-up environment, driven by excellent earnings and a host of momentum-triggered…
May 9
•
Vuk Vukovic, PhD
Grinding up, waiting for data
Quick summary:
May 5
•
Vuk Vukovic, PhD
Earnings galore: accelerating at greatest pace since post-COVID
Paid subscriber analysis
May 2
•
Vuk Vukovic, PhD
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
