The Data Dive

The Data Dive

Stablecoin Trends, Construction Shift, Fintech Surge, Diamond Prices, German Stagnation, and Reserve Composition

Oct 14 • 

Agnes Og

3

The Data Dive

Earnings Power Concentration, Shrinking Exit Timelines, Equity Markets Under Pressure, Job Market Plunge, Coffee, Gold, AI Capital Boom, and More.

Oct 6 • 

Agnes Og

1

September 2025

The Data Dive

Manufacturing Wages, Exit Volumes, SPACs, E-Commerce in China, Graduate Jobs, Dollar Valuation and AI

Sep 9 • 

Agnes Og

2

1

August 2025

The Data Dive

Back from summer break

Aug 31 • 

Agnes Og

1

1

July 2025

The Data Dive

Datacenter Construction, Popular AI Models, Small Caps, Ship Losses, SaaS Multiples, Bridge Funding, Fraud, Blockchain Scalability and VC Fund Decline

Jul 7 • 

Agnes Og

1

1

June 2025

The Data Dive

Uncertainty, Software Performance, African Pension Fund Allocation, Credit Drives Asian Economy, Energy Demand and Fintech Growth

Jun 30 • 

Agnes Og

1

1

The Data Dive

Fintech still niche? Battery Boom, Rare Earth Minerals, NVIDIA and the US Dollar.

Jun 22 • 

Agnes Og

1

1

The Data Dive

Challenger Banks, Mobile Money Usage, GenAi Revenues, Dollar Weakness, Early Stage M&A, Emissions and ChatGPT Growth

Jun 16 • 

Agnes Og

1

1

The Data Dive

US Tariffs, VC Exit Growth, Asset Allocation, S&P, Life Insurance, Magnet Manufacturing and AI Driven Traffic

Jun 8 • 

Agnes Og

1

May 2025

The Data Dive

AI Dominance in VC, Secondary Markets, Open Source Competition, Wealth Patterns, Nuclear Renaissance, Semiconductor Giants, and Other Economic…

May 25 • 

Agnes Og

3

The Data Dive

Second Order Effects of AI, Secondaries, SaaS Margins, Humanoid Robots, Global Robot Installations, Oil Inventories and Defense Tech Is Booming

May 11 • 

Agnes Og

1

The Data Dive

Valuation Trends, Treasuries, Math Reasoning in AI Models, DOGE, Fintech M&A, Datacenter Demand and Market Volatility

May 4 • 

Agnes Og

2