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💊 Wegovy Wars: Novo vs. The Compounders
How compounding pharmacies, legal gray zones, and regulatory silence are testing the limits of biotech defensibility - with Novo Nordisk at the center.
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Potato Capital
📦 US-EU Reciprocal Trade Framework
A $1.35 trillion handshake that binds Europe to America’s industrial revival.
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Potato Capital
📈 Yield Curve Steepening
Exit from Inversion, Macro Shift, and Portfolio Strategy
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Potato Capital
💰 Bitcoin & Liquidity
The Scarcity Trade for a Broken Fiat World
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Potato Capital
📈 Weekly Market Recap and Preview – August 04, 2025
Markets Flinch as Revisions Bite: The Fed Gets Cover, Tariffs Get Real, and Volatility Returns
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Potato Capital
💣 July's Trapdoor, August's Opportunity - Potato Capital Monthly Newsletter August 2025
Why volatility is waking up, liquidity just flipped short-term, and earnings season broke the narrative
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Potato Capital

July 2025

🏛️ Powell’s Tightrope: Inside the Fed’s July Decision
Why the next move isn’t about inflation vs growth - it’s about credibility vs chaos
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Potato Capital
The BoC Hits Pause - But Trade Wars Keep the Easing Bias Alive
Monetary policy enters scenario mode as tariffs, slack, and inflation risks collide
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Potato Capital
🧠 The Nash Barbell, Rebalanced
How Game Theory Upgrades the Barbell Portfolio for Modern Markets
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Potato Capital
🚂 Coast to Coast: Union Pacific and Norfolk Southern Just Changed the Game
America’s first transcontinental railroad in 150 years is about to be born — if regulators don’t kill it first.
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Potato Capital
🥔Potato Capital Research Report — UnitedHealth Group (UNH)
July 30, 2025
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Potato Capital
📦 Trade Deal Tracker: Trump’s 2025 Tariff Doctrine and the New Global Chessboard
Tariffs, Truces, and the New Trade Empire: How Trump 2025 Is Redrawing the Global Map — One Deal at a Time
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Potato Capital
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