BagholderBetter thinking for retail investors. Weekly insights on macro, crypto, markets, and investing.https://bagholder.me/en-usNavigating Market Volatility with AI Agentshttps://bagholder.me/articles/navigating-market-volatility-with-ai-agents/https://bagholder.me/articles/navigating-market-volatility-with-ai-agents/How automated agents and real-time sentiment analysis are reshaping portfolio risk management.Thu, 23 Jul 2026 00:00:00 GMTThe Companies Getting Rich Off AI Aren't Who You Thinkhttps://bagholder.me/articles/the-companies-getting-rich-off-ai-arent-who-you-think/https://bagholder.me/articles/the-companies-getting-rich-off-ai-arent-who-you-think/Beyond the flashy chatbots: an analysis of the picks-and-shovels infrastructure providers making real revenue from the AI boom.Thu, 23 Jul 2026 00:00:00 GMTIssue #002: Liquidity Waves & AI Agentshttps://bagholder.me/newsletter/issue-002/https://bagholder.me/newsletter/issue-002/Weekly market analysis on central bank liquidity and AI automated trading systems.Thu, 23 Jul 2026 00:00:00 GMTThe First Baghttps://bagholder.me/newsletter/issue-001/https://bagholder.me/newsletter/issue-001/Welcome to Bagholder. Here's what we're watching this week.Tue, 21 Jul 2026 00:00:00 GMTUnderstanding Treasury Auctionshttps://bagholder.me/articles/understanding-treasury-auctions/https://bagholder.me/articles/understanding-treasury-auctions/How the US government borrows money and why it matters for your portfolio.Mon, 20 Jul 2026 00:00:00 GMTHow Bitcoin Liquidity Actually Workshttps://bagholder.me/articles/bitcoin-liquidity-basics/https://bagholder.me/articles/bitcoin-liquidity-basics/Market depth, order books, and what moves the price.Wed, 15 Jul 2026 00:00:00 GMTThe Yield Curve Explainedhttps://bagholder.me/articles/yield-curve-101/https://bagholder.me/articles/yield-curve-101/What the bond market is telling us about the economy.Fri, 10 Jul 2026 00:00:00 GMT