I’ve been writing breakdowns on why certain industries behave the way they do, not from a “news” angle but from incentives, market structure, and pricing power.
Most headlines explain quarterly moves; the underlying mechanics explain everything else.
Most headlines explain quarterly moves; the underlying mechanics explain everything else.
If anyone’s interested, here’s the latest write up digging into those drivers: https://www.capitalfolly.com
(Would love feedback from people who think about incentives or structure in their own sectors.)