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Pulvinex direct report - First ever published.
Pulvinex is a proprietary research product working with thousands of data sources.
6 hrs ago
•
Joao
SpaceX dumped Korean market.
23 June opinions.
7 hrs ago
•
Joao
Fear: ON, in a 60-days window.
22 June trades and opinions.
Jun 22
•
Joao
Looking for forward guidance?
Paper deals signed and vessels are crossing. But we still have conferences to watch.
Jun 17
•
Joao
Big Tech After the IPO: What Six big-Tech Companies Teach Us
A data-driven look at post-IPO drawdowns, recoveries, and the race to double
Jun 12
•
Joao
1
May 2026
TON: Building the Bull Case
And why TONX may be the asymmetric expression of it
May 7
•
Joao
1
April 2026
Smoke everywhere
03 April 26'
Apr 3
•
Joao
1
March 2026
Trump loves to brag, but it’s working against the US this time
25 Mar 26'
Mar 25
•
Joao
Where is the crisis?
22 Mar 26'
Mar 22
•
Joao
1
The Iran-war isn’t over, but is it almost there? My war framework
18 March 26'
Mar 18
•
Joao
1
It's max fear. Buy everything.
11 March 26'
Mar 11
•
Joao
3
1
Oil is now above $90.
06 March 26'
Mar 6
•
Joao
2
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