Friday Weekly Newsletter

Weekly newsletters posted Fridays that gives an overview on equity, crypto, bond markets, and broad economic trends!

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Friday Weekly NewsletterFriday Weekly Newsletter
Drones, Distortions, and What Comes Next

Drones, Distortions, and What Comes Next

Markets are smooth on the surface, but tension is building beneath. If you’re watching the right signals, you can already see the cracks.

Liam Daly
Liam Daly
Friday Weekly NewsletterFriday Weekly Newsletter
Coal, Memes, and Megawatts: Where Smart Capital Is Heading Next

Coal, Memes, and Megawatts: Where Smart Capital Is Heading Next

Trump’s AI and energy push is reshaping the investment landscape. Meme stocks are back, but smart capital is focused on power, not distractions.

Liam Daly
Liam Daly
Friday Weekly NewsletterFriday Weekly Newsletter
AI Doesn’t Run on Ideas — It Runs on Power

AI Doesn’t Run on Ideas — It Runs on Power

Trump’s $70B energy push just reframed the AI arms race. Inflation is rising, yields are screaming, and the market’s still napping.

Liam Daly
Liam Daly
Friday Weekly NewsletterFriday Weekly Newsletter
Daly Asset Management Friday Investor Newsletter

Daly Asset Management Friday Investor Newsletter

AI is priced in. But solar infrastructure, rare earths, and defense-grade supply chains? Still early. Nextracker is one of our highest-conviction plays yet.

Liam Daly
Liam Daly
Friday Weekly NewsletterFriday Weekly Newsletter
June 30th through July 3rd Weekly Recap

June 30th through July 3rd Weekly Recap

Daly Asset Management Weekly Investor Newsletter