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Kashyap Sriram Research

GEt complete access to my portfolio including cost basis, position size & exposure.

⌁ Featured Articles ⌁
Trump, Hoover, and the Roaring ‘20s Deja vu
This post compares Trump’s policies to the 1920s, forecasting shifts in the global economic landscape.
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Jan 228 min read
Preparing for a Minsky Moment
My first degree was in engineering. I grew up liking the natural sciences and thought the social sciences were full of crap – too touchy...
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Dec 16, 20247 min read
Choose Crypto, Not Bitcoin Core
I made the below client presentation back in March to explain why I'm no longer bullish bitcoin even though I like crypto. Today morning,...
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Dec 14, 20246 min read
Skeena Resources - Trade Idea
This was originally posted for paid subscribers in the premium newsletter on July 03, 2024 For timely, actionable ideas, subscribe ...
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Nov 18, 20246 min read
Thoughts on GOLD
It’s the question on top of everyone’s minds: is the gold bull market, which began in October 2023, over? Few things to note from the...
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Nov 17, 20242 min read
Macro Outlook - Danger Ahead!
This is a brief update because I’m actively watching the markets and trading this week. I chose the title ‘Danger Ahead’ because I’ve...
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Nov 13, 20243 min read
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