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Narrative vs. Reality – Q1 2026 Strategy Update
Stop chasing green stories.
Apr 16
•
Sowmy VJ
4
Market Regime Change
Strategy Update #6 in Calendar Year 2026
Mar 17
•
Sowmy VJ
3
1
Strategy Review
A recording from Helix Research's live video
Mar 4
•
Sowmy VJ
2
22:13
Monthly Investor Letter
January 2026: Focusing on Results, Not Hype
Feb 9
•
Sowmy VJ
2
Monthly Investor Letter
December 2025
Jan 9
•
Sowmy VJ
3
1
Events in 2026
Add to your calendar
Dec 30, 2025
•
Sowmy VJ
2
2
Stop chasing Green Unicorns
Download our Manifesto
Dec 16, 2025
•
Sowmy VJ
1
Monthly Investor Letter
Nov 2025: Trading Physical Reality, Not Financial Spin. Repositioning for Structural Alpha in 2026 under the Eco-Economics Framework.
Dec 10, 2025
•
Sowmy VJ
2
2
Monthly Investment Letter
October 2025
Oct 18, 2025
•
Sowmy VJ
3
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