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Bankless· 2025-08-26 11:00
Crypto cycles have always topped on a four-year rhythm, but are we heading for a Q4 2025 peak or an extended run into 2026?@JustDeauIt from The DeFi Report joins @RyanSAdams to break down the onchain and macro signals shaping this cycle. We cover Powell’s dovish pivot at Jackson Hole, global liquidity trends, and why loosening bank lending standards could fuel risk-on markets. Michael explains how whale Bitcoin selling, ETH’s breakout, and muted altcoin flows fit into the bigger cycle map. Finally, we dive ...
Palantir: Nothing Like The Dot-Com Bubble
Seeking Alpha· 2025-08-25 09:27
Amrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sustainable, growth-driven companies that maximize shareholder equity by meeting their growth-oriented goals. In addition, she also started her own award-winning newsletter, The Pragmatic Optimist which focuses on portfolio strategy, valuation, and macroeconomics in concert with her husband Uttam Dey who is also a contributor on Seeking A ...
Deckers Outdoor: Irresistible Bargain (Rating Upgrade)
Seeking Alpha· 2025-08-19 07:38
Group 1 - Amrita leads a boutique family office fund in Vancouver, focusing on sustainable, growth-driven investments that maximize shareholder equity [1] - The fund aims to meet growth-oriented goals while democratizing financial literacy and simplifying complex macroeconomic concepts [1] - Amrita has a background in high-growth supply-chain start-ups and has experience working with venture capital firms, enhancing user acquisition during the pandemic [1] Group 2 - Amrita co-founded an award-winning newsletter, The Pragmatic Optimist, which emphasizes portfolio strategy, valuation, and macroeconomics [1] - The newsletter has been recognized as the Top Newsletter in Finance on popular platforms, indicating its influence and reach [1] - Amrita plans to extend her ideas and insights to Seeking Alpha, further broadening her audience [1]
Amazon: Expect Big AWS Updates Next Week
Seeking Alpha· 2025-07-13 14:25
Group 1 - Amrita leads a boutique family office fund in Vancouver, focusing on sustainable, growth-driven investments that maximize shareholder equity [1] - The fund aims to meet growth-oriented goals while democratizing financial literacy and simplifying complex macroeconomic concepts [1] - Amrita has a background in high-growth supply-chain start-ups and has worked with venture capital firms to enhance user acquisition strategies [1] Group 2 - Amrita co-founded an award-winning newsletter, The Pragmatic Optimist, which emphasizes portfolio strategy, valuation, and macroeconomics [1] - The newsletter has been recognized as the Top Newsletter in Finance on popular platforms, indicating its influence and reach [1] - Amrita's goal is to extend her ideas to Seeking Alpha, further broadening her audience and impact in the financial community [1]