The Next S-Curve May Leave Earth
Starship, Artemis, and the infrastructure stack behind space’s next investable curve
Dillon Valdez Growth Investing
An independent investor talking about his process and stock picks in the financial markets
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Latest episodes
The SpaceX S-1: My Thesis
My read on what SpaceX is really telling investors, followers, and subscribers through the S-1.
Friday Afternoon Real Talk
It always sounds the same and what comes next will be overly predictable
Part 1/4: My Portfolio Management Process - Defining the Strategy
Opening Up My Portfolio Management Process
The Secret to Success
This Principle Will Set you Free
The Title Wave Coming the World is Not Ready For
An Explosion is on the Horizon... An Explosion of Growth and Innovation
Opening Up: 3 Year Portfolio Performance
Past, Present and Future. Results now and into the future.
There is Blood on the Horizon
It's Time to be Cautious
The Bullish Recession
2024's Economic and Stock Market Cycle
2024's Market Crash
An Important Lesson, a Crucial Warning & My Plan of Action
Financial Crisis of 2023: Part 1
The Devastating and Historic Banking Crisis Explained.
An Important Week
A New Bull Market & Bullet Points for the Week Ahead
Portfolio Strategy and Review
My Strategy, Conviction and Positioning in Review
Weekly Substack will be released tomorrow
Important Update
Analyzing the Financial Markets
Reviewing, and explaining, the technicals and fundamentals in the financial markets
Fed Watchers Will Under Perform in 2023
The Most Hated Rally isn’t Irrational. Its Rationale and Fed Watchers are Wrong to Wait for Conditions to Ease.
The Future of BluSuit
BluSuit Will Keep Growing
The Hidden Financial Crisis Today
An Epic Risk in the Markets Today
Reading the Financial Markets - Recession Today
Financial (Equity & Bond) Markets are Signaling What Consensus is Missing
The "Long Term" Investor, a Lost Art?
The psychology, understanding and process of investing