Rate of Return Newsletter
Building a $2MM portfolio from scratch. Curated financial news, analysis and commentary to attack the investing day👇
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ASML, Netflix, Pepsi
CoreWeave, Delta, Disney
Delta, Iran War, JPMorgan's $1T Economic Injection
Next up in the rotating bottlenecks of the AI buildout...?
Apple, Iran, Nike
ChatGPT, Cintas, Netflix
Carnival Cruises, Consumer Sentiment, De-escalation
Continued War, Fed Updates, Micron
Lululemon, March Madness, Micron
Adobe, Dick's Sporting Goods, Iran
Adobe, GDP, Oracle
Broadcom, CrowdStrike, Costco
