Till's Weekly Note

Weekly Macro Notes

By Adam Till

· Launched 2 years ago

The Tech Monopoly on SPY Performance

Why a Narrow Market Signals a Looming Mean-Reversion

Jun 20•Adam Till

The Mega-Cap Supply Shock: SpaceX & Anthropic

Assessing the Systemic Capital Drain and Market-Wide Supply Waves from IPO Giants

Jun 13•Adam Till

The Ultimate Premium: Who Holds Pricing Power in the AI Era?

The Narrowest Path

May 16•Adam Till

The Red Choke Point

The "Dumb Money" Sequel

May 2•Adam Till

The Sovereign Mandate: Why Energy Security is the New Global Currency

Apr 25•Adam Till