Kashyap Sriram Research

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⌁ Featured Articles ⌁

Dec 16, 20247 min read

My first degree was in engineering. I grew up liking the natural sciences and thought the social sciences were full of crap – too touchy...

Dec 14, 20246 min read

I made the below client presentation back in March to explain why I'm no longer bullish bitcoin even though I like crypto. Today morning,...

Nov 18, 20246 min read

This was originally posted for paid subscribers in the premium newsletter on July 03, 2024 For timely, actionable ideas, subscribe ...

Nov 17, 20242 min read

It’s the question on top of everyone’s minds: is the gold bull market, which began in October 2023, over? Few things to note from the...

Nov 13, 20243 min read

This is a brief update because I’m actively watching the markets and trading this week. I chose the title ‘Danger Ahead’ because I’ve...

Oct 30, 20242 min read

I'm having a pretty good day. Portfolio is up 4.5%, almost all of it attributable to SMCI. I'm up 57.6% on the short position, initiated...