threebody.capital

Weekend Reading #359 (opens in new tab)

This is the three-hundredth-and-fifty-ninth weekly edition of our newsletter, Weekend Reading, sent out on Saturday 11th April 2026.To receive a copy each week directly into your inbox, sign up here.*****What we're thinking.Last week we intimated that the market was suggesting that it wanted to go up. Particularly in certain sectors like photonics and memory which subsequently have led the rebound as they began to suggest to us that they would. It turned out we got what our friend, Le Shrub, ...

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