Blackshore’s Substack

Weekly Briefing: Small Caps Take the Torch

War Games, Rate Games, and the Big Beautiful Melt-Up

Macro Update: Navigating Conflict, Constraints, and Capital Markets

Inflation Softens, Tempers Don’t: A Tactical Guide to the Week

Weekly Roadmap: A Recap, A Look Ahead, and What’s Driving Markets

Update: Tactical Trade Additions

Healthcare Update: Adding to the Thesis

A contrarian commodity play

Weekly Briefing: Red-Hot Rally, Cold Feet Ahead?

Weekly Briefing: Higher Lows or Head Fakes?

Weekly Briefing: Whiplash

How to Invest in AI’s Deployment Era: The Next Phase for Artificial Intelligence