Archive - Blackshore’s Substack

Weekly Briefing: Small Caps Take the Torch

Weekly Roadmap for 07/06-07/12

Jul 7 •

Blackshore Research

June 2025

May 2025

Healthcare Update: Adding to the Thesis

An update to our Healthcare Basket + Biotech additions

May 13 •

Blackshore Research

A contrarian commodity play

Tactical Trade opportunity

May 6 •

Blackshore Research

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

Weekly Roadmap for 05/04/25-05/10/2025

May 5 •

Blackshore Research

April 2025

Weekly Briefing: Higher Lows or Head Fakes?

Weekly Roadmap for 04/20-04/26

Apr 21 •

Blackshore Research

Weekly Briefing: Whiplash

Weekly Roadmap for 04/13-04/19

Apr 14 •

Blackshore Research

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

Thematic insights and tactical plays as AI moves from hype to embedded intelligence.

Apr 7 •

Blackshore Research

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