Market Letters & Research
“I don't publish news. I publish thinking.”
A growing collection of research, market letters, investment frameworks and carefully curated resources designed to help investors think independently.
A three-step guided path, not the whole archive at once.
July 2026
The market repeatedly recovered from drawdowns, but weak breadth, poor breakout follow-through and pressure from crude kept the underlying environment difficult.
Sudheer Vobhilineni · July 2026 · 2 minute read · Letter 007Read the letterResearch Notes
One market behaviour at a time — with evidence, limits, and a link to the framework it sharpens.
Browse notesFramework Library
Five frameworks, in order. Each one answers one question. The output of each becomes the input for the next.
Versioned and dated — when a framework changes, the old version stays reachable and the page says what changed and why.
Reading Desk
Books, annual letters, and talks that shaped the framework — hand-picked, not generated.
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