The Tails Run the Market

How left-tail risk and right-tail optionality shape investing

May 20

14

4

February 2026

Uranium Global Market Outlook 2026

Thank you to Riko Kardamow and Potato Capital for their notes and contributions.

Published on Capacity PLC  • Feb 5

November 2025

🥔 Potato Capital Research Report - Cal-Maine Foods (CALM)

November 17th, 2025

Nov 18, 2025

3

1

October 2025

🥔 October 2025: The Great Yield Re-Anchoring

Liquidity fractures, fiscal overhang, and the slow restoration of risk premia across global markets

Oct 11, 2025

2

2

September 2025

🥔 Potato Capital Research Report - Photronics (PLAB)

September 18, 2025

Sep 19, 2025

2

Fed to 3.0%

The New Neutral and What It Means for Markets

Sep 18, 2025

6

2

💥 September’s Tightrope: Liquidity Fragility, Sticky Inflation, and the Fed’s Dilemma - Potato Capital Monthly Newsletter September 2025

Why liquidity stress is flashing yellow, global risks are compounding, and the Fed’s path is narrowing

Sep 3, 2025

2

2

August 2025

🥔 Potato Capital Research Report - Roblox Corporation (RBLX)

August 29, 2025

Aug 29, 2025

1

2

🥔 Potato Capital Research Report - Zoomd Technologies (ZOMD)

August 26, 2025

Aug 27, 2025

2

2

📈 Weekly Market Recap and Preview - August 25, 2025

Powell Opens the Door, Positioning Still Light

Aug 26, 2025

2

2

📈 Weekly Market Recap and Preview - August 18, 2025

Grinding Higher into Jackson Hole: Liquidity Rich, Leadership Narrow

Aug 18, 2025

2

1

🥔Potato Capital Research Report - PJT Partners Inc. (PJT)

August 17, 2025

Aug 18, 2025

3

3