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Weekly Briefing

Every Monday: macro, crypto yield, dividend stocks, and AI infrastructure — one curated read

weekly-briefing
Passive Income Weekly #2: CPI Relief, DeFi Yield Rankings, AI Infrastructure Reality Check
June CPI cooled, risk assets exhaled. But the real story: the widening gap between businesses printing cash (TSMC record margins, sold-out HBM) and narratives printing activity. Plus: Aave Stable Vaults vs Morpho, SCHD vs JEPQ math, and why neocloud vendor financing is a warning.
2026-07-16
12 min read
weekly-briefing
Passive Income Weekly #3: The $150B Obesity Supercycle — Pill Replaces Needle, Medicare Opens Checkbook
Two thresholds crossed in the same month: Lilly's oral GLP-1 pill makes the needle obsolete, and Medicare flips the switch on coverage for 3.8M beneficiaries. The obesity trade is a supercycle now — here's how to own it without paying for perfection.
2026-07-23
14 min read

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