Monthly Archives: July 2021

Axios Capital: Green investing activates

In this week’s newsletter: The impact of ESG investing; Hong Kong’s status as a financial center; the future of trading shares in private companies; the Texas two-step; and much more. 

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Axios Capital: Inflation’s a good problem to have

In this week’s newsletter: Inflation, moats, deer, concrete, NFTs, and much more. 

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Axios Capital: We were wrong about China

In this week’s newsletter, I focus mainly on China and fintech, but I do find space for a fabulous junk-bond chart.

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Axios Capital: The brutal economics of concrete

Also in this week’s newsletter: Why America’s so weak on antitrust; more Robinhood revelations; Duolingo files for an IPO; booming stocks; and much more. All in 1,671 words, a 6-minute read.

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