Our weekly read on where the narrative is moving before the price does. Capital migration, public equities, and the structural shifts we're positioning around, written for investors who'd rather see the call before it happens than read about it after.
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A week before the market dropped roughly 5%, we told readers to expect a selloff ahead of the SpaceX IPO. It wasn't a guess. When the largest IPO in history pulls hundreds of billions toward a single event, that capital has to come out of the stocks investors already own.
[Placeholder. Drop in the real Issue 01 headline and a two-to-three sentence summary here. Keep it to the one idea the issue argued, in plain language, the way the SpaceX summary above reads.]
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