The Razor's Edge
Market Musings, Analysis, and Investment Ideas

Latest

Apr
09

Razor's Edge: Crypto Gambling Movement, SEMIS 2 SaaS, SSS models, Google Choppin Wood

3 min read
Apr
02

Razor's Edge: Market Commentary RH/Rates/SaaS Blues

4 min read
Mar
26

Razor's Edge: Trading Sardines Take Over

2 min read
Mar
20

Razor's Edge: SPT MS Note ..The Slop Slop Is Getting Worse

5 min read
Mar
19

Razor's Edge: Market Commentary GOOG/BA

9 min read
Mar
10

Razor's Edge: Think Like a Machine

1 min read
Mar
07

Razor's Edge Market Commentary: Losing Leadership

1 min read
Mar
05

Razor's Edge: HPE WHY NOT ME?

4 min read
Mar
01

Razor's Edge: Elastic/Goog

2 min read
Feb
27

Razor's Edge: Market Commentary

2 min read