Research & Insights
Research & Insights
Stock deep dives, sector analysis, and weekly market notes — published free on Substack.
Weekly Note
Leaders, Laggards & What’s Next
A weekly market note tracking where strength is forming, where damage is healing, and where the next wave of leaders may emerge. Free every week.
- Market breadth and sector rotation
- Leaders, Laggards & Emerging Leaders buckets
- 2–3 stocks worth watching from the framework
Free. No subscription required to read.
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Deep dives, framework walkthroughs, and market analysis — on the Early Edge YouTube channel.
Archive
From the Research Archive
Investing Framework22 Mar 2026
Leaders, Laggards & What’s Next | # 6
Is the worst of the damage behind us?
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Investing Framework15 Mar 2026
Leaders, Laggards & What’s Next | # 5
When Leadership Disappears, Preparation Begins
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Market Conditions08 Mar 2026
Leaders, Laggards & What's Next | #4
The Week Oil Re-entered the Equation
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Stock Deep Dives06 Mar 2026
Is AI About to Break the Travel Industry’s Business Model?
What TBO Tek's presentation tells us about the real shape of AI disruption in travel
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Market Conditions01 Mar 2026
Leaders, Laggards & What’s Next | Week 3
The Week the Market Stopped Pretending
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Investing Framework14 Feb 2026
Why the Same Stock Can Make or Break You
A reflection on market cycles, decision-making, and why great companies don’t always make great investments.
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Market Conditions09 Feb 2026
Leaders, Laggards & What’s Next | Week 2
The Week Everything Happened and the Market Chose to Digest
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Market Conditions31 Jan 2026
Leaders, Laggards & What’s Next | Week 1
What Changed This Week Beneath the Surface of the Market
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Market Conditions30 Jan 2026
Why Yesterday’s Market Leaders Won’t Make You Rich Tomorrow
A data-backed look at sector rotation, market cycles, and how to spot the next compounders early.
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