Archive - Helix

Navigating Late Cycle Markets

Macro & Strategy review - 2nd June 2026 6pm BST

Jun 2 • Sowmy VJ

15:06

May 2026

Career Capital Compounds Too

Why a forensic research firm built a Career Hub — and who it's really for.

May 31 • Sowmy VJ

Stock Teardown - Visa Inc (V)

Thanks to the institutional allocators and family office CIOs who tuned in.

May 27 • Sowmy VJ

28:47

Octo Factor Model in Practice

Summary of Our Overview Session

May 25 • Sowmy VJ

53:03

Trump tax is 60p per litre of diesel

But you live in the UK, don't you?

May 25 • Sowmy VJ

Stock Teardown - Visa Inc (V)

May 27th 2026 7pm BST

May 23 • Sowmy VJ

Today's session is full

But you can watch the recording, as a subscriber

May 19 • Sowmy VJ

What's inside the Helix Portal?

A recording by Sowmy VJ

May 18 • Sowmy VJ

9:07

How CEOs drive the Momentum

But hide the decay of fundamentals

May 15 • Sowmy VJ

1:57

Tuesday 19th May 2026 7pm BST

May 14 • Sowmy VJ

How Passive Investors Help Us

So passive investors are mostly locked into a tax wrapper.

May 14 • Sowmy VJ

1:18

AI agents are an absolute liability

Nuisance regretted

May 8 • Sowmy VJ

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