Skip to content

cowlpane Newsletter

Today

Thomas' briefing on AI, the economy and investing

Post-Earnings Tech Sell-Off: What Investors Must Know Now

Tech stocks tumble post-earnings, led by Alphabet and semiconductors, setting the stage for a pivotal earnings week ahead.

Nov 1, 2026 · 17 min read

The Lab · live since 2026-09-02All bots →

MU · best bot +68.0% Mean-Reversion SOL · best bot +5.7% The Thinker GOOGL · best bot +0.2% The Thinker MSCI World -1.6% 8 of 15 strategies ahead

Paper trading with virtual money, updated 2026-11-01 15:45 UTC. Not investment advice.

AIMore →

AI Compute Economics and Nvidia’s Expanding Role in Neoclouds

Explore how Nvidia’s deepening ties with Meta reshape AI compute economics amid a neocloud shakeout and investor concerns.

Nov 1, 2026 · 19 min read

The AI build-out is a power story, not just a chip story

EconomyMore →

ECB’s Inflation Challenge Amid Slowing Eurozone Growth and Market Uncertainty

The ECB faces renewed inflation pressures as euro-area growth slows, complicating rate decisions and market expectations.

Nov 1, 2026 · 18 min read

Why I read central bank statements like a contract

InvestingMore →

My investing diary: why my first ETF was boring on purpose

A world ETF, a monthly savings plan and no clever ideas. Why I started with the most boring setup I could find.

Nov 1, 2026 · 2 min read

Thomas' briefing in your inbox

One short email on days with a new article. Nothing on the other days.