Codestin Search App

Thanks to visit codestin.com
Credit goes to thetranscript.substack.com

Reviewing the key themes from 2025 through C-suite quotes

Dec 30, 2025 • The Transcript

A Roller Coaster Year

With sharp equity market declines and questions about U.S. exceptionalism, 2025 has been a roller coaster experience for investors

Dec 22, 2025 • The Transcript

Broad Range of Neutral

Fed: We are well positioned to determine the extent and timing of additional adjustments

Dec 15, 2025 • The Transcript

Sticky Inflation

Lower income consumers are feeling the weight of persistent inflation

Dec 8, 2025 • The Transcript

November 2025

$NVDA: From our vantage point, we see something very different

Nov 24, 2025 • The Transcript

Are We Going Too Far?

Is the risk is bigger if you don’t invest?

Nov 17, 2025 • The Transcript

K-Shaped Recovery

There's significant stability and growth in the high end and some moderate signs of stress in the low end

Nov 10, 2025 • The Transcript

Unprecedented Scale

Microsoft to increase its total AI capacity by over 80% this year

Nov 3, 2025 • The Transcript

October 2025

Elon: I don't feel comfortable building that robot army if I don't have at least a strong influence

Oct 27, 2025 • The Transcript

While growth is cooling somewhat, America’s economic engine is indeed still humming

Oct 20, 2025 • The Transcript

The Transcript Q3 2025 Letter

Reviewing the key themes from Q3 2025 through C-suite quotes

Oct 14, 2025 • The Transcript

Hopefully, the US government shutdown is short-lived

Oct 6, 2025 • The Transcript

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts