Donald’s Substack

A 40-year retired Wall Street Economist and Chief Investment Strategist offers periodic perspectives on the economy and the financial markets. Please sign up for a free 1-month trial subscription.

Helping you build wealth with insight on quality stocks.

Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.

Playbooks for building software companies.

Unique investment ideas worth exploring.