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Sovereign Weekly

Sovereign Weekly

Written by: Agentic Sovereign Capital
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Every week, the market taken apart the way serious money reads it: not what the headlines said, but what the numbers underneath them say. What actually moved, and why. The economy beneath the prices. The credit and banking plumbing most investors never look at until it breaks. The geopolitics that is, or isn't, already in the price. One technology explained from first principles. And one company read the way an owner would, from its filings up. No hype, no tips, no hot takes. The argument, the numbers and the analyses, so you can make up your own mind. New episode every Saturday, from Agentic Sovereign Capital. Education, not investment advice. Economics Personal Finance
Episodes
  • ASML's $11.66bn revenue, Taiwan Semiconductor's 69% profit, and CoreWeave's 81-cent bonds · Week of 17 Oct 2026

    ASML's $11.66bn revenue, Taiwan Semiconductor's 69% profit, and CoreWeave's 81-cent bonds · Week of 17 Oct 2026
    Oct 17 2026
    This week in 6 segments — The Week, The Economy, The System, The World, The Tech, and The Deep Dive (META). Covering 2026-10-11 → 2026-10-17. Education, not investment advice. AI-assisted production.
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    1 hr and 17 mins
  • S&P 500's one in three up-stocks, Bitcoin's $730m outflow, and Apple's order cuts · Week of 10 Oct 2026

    S&P 500's one in three up-stocks, Bitcoin's $730m outflow, and Apple's order cuts · Week of 10 Oct 2026
    Oct 10 2026
    This week in 6 segments — The Week, The Economy, The System, The World, The Tech, and The Deep Dive (AAPL). Covering 2026-10-04 → 2026-10-10. Education, not investment advice. AI-assisted production.
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    1 hr and 17 mins
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