Sitemap - 2021 - Enlighten
Observations of a fund manager
13: Democratising data, USD fading, hyper growth
12: Sequoia insights, growth vs. interest rates, IPO market games
Week 11: Data consumption explosion, TSLA/BTC
Week 10: Earnings roar, Costly "free" tech, Digital "tax", Bold budget, Most important company you haven't heard of
Week 9: US chaos, Tech's Pandora's box, Bitcoin whales, Strong economy, Record FII inflows vs. negative editorials
Week 8: Neo-imperialism, Ant cut to size, Queen's Gambit, Macro data looks decent!