Wall Street Logic

Wall Street Logic

Market intelligence, small-cap coverage, and investor insights from Wall Street Logic

Wall Street Logic — Issue 020

Sep 8, 2026

•

9 min read

Wall Street Logic — Issue 020

The payroll print this letter built an argument on no longer exists.

Mehran Bagherzadeh
Mehran Bagherzadeh
Wall Street Logic — Issue 019

Aug 31, 2026

•

10 min read

Wall Street Logic — Issue 019

He answered the question this letter has been asking since Issue 017. Then he took the map away.

Mehran Bagherzadeh
Mehran Bagherzadeh
Wall Street Logic — Issue 018

Aug 24, 2026

•

7 min read

Wall Street Logic — Issue 018

At two o'clock on Wednesday afternoon, two arms of the same government moved in opposite directions.

Mehran Bagherzadeh
Mehran Bagherzadeh
Wall Street Logic — Issue 017

Aug 17, 2026

•

8 min read

Wall Street Logic — Issue 017

Nobody voted for an easing. One arrived anyway.

Mehran Bagherzadeh
Mehran Bagherzadeh
Wall Street Logic — Issue 016

Aug 10, 2026

•

10 min read

Wall Street Logic — Issue 016

Three doors, and the saver is worse off behind all of them.

Mehran Bagherzadeh
Mehran Bagherzadeh
Wall Street Logic — Issue 015

Aug 4, 2026

•

11 min read

Wall Street Logic — Issue 015

Nobody is paying for this out of pocket. The bond market is.

Mehran Bagherzadeh
Mehran Bagherzadeh
Load more