Welcome to Business As Usual
Business As Usual (formerly known as the Robintrack.net Newsletter) is a digest filled with valuable trends and moves at the intersection of finance, culture, politics, and industry.
Happy Monday, team! Hope you’re all doing well, staying safe, and staying healthy. I’m glad many of you have decided to join us after reading our newsletter re: the closing of Robintrack. Today, I am proud to announce the new face of the Robintrack newsletter: Business As Usual, a digest for ‘big ideas’ happening at the intersection of finance, culture, politics, and industry.
Over the last few weeks, I’ve spent some time considering what I’d like the future of this digest to look — for all of our paying subscribers, our hundreds of readers, and thousands of others who might peruse these readings. I started this newsletter to analyze happenings in social trading on Robinhood, but what I’ve found is that few financial journals have stressed the relationship among things. Finance is a practicum in having a vivid understanding of culture, politics, psychology, business, economics, industry, and the fields you learn in pursuit of your research and $$gainz$$. I feel like financial news often fails to stress the relationship among these things.
Business As Usual refers to this incredible dissonance in our times — between the markets and the economy, the stock prices and the fundamentals, what we know is correct and what we know is wrong. For many folks in finance space, this is Business As Usual. What we see happening now is not native to the present: it is the past, present, and future of our markets. Writing about how one or two stocks went up because of XYZ is useful, but there’s no lesson or inherent value in that information — the goal with BAU is to get you to think big. These articles are a crash course in trend.
It’ll be my goal to publish at least once a month, ideally more than that. Next Monday, I’ll be releasing the first post for Business As Usual — a post about how trillions of dollars are now riding on Big Tech. There’s a lot of interesting moving parts in this. Among others: the potential inclusion of Tesla in the S&P 500, the reweight of the Dow to reduce the impact of tech, and the role of funds ‘on autopilot. That said, there’s plenty more in the pipeline.
That said, I hope you’ll stick around and peruse these thoughts. I’ll try to make these thoughts as applicable and profit-yielding to you folks as I can. Take care and see you next Monday!