Posts

Previously I wrote about the evolution of media and how it ends in a poorly defined digital Colosseum. Here I write in detail about how/ why that Colosseum will entail the creation …

one last musing before the descent into the digital colosseum Digital assets and the political media have wrapped around each other, a double helix of increasingly epic …

A 35 point summary of how I define speculation, its 6 core components and thoughts around implementation Investors are not traders. Investors focus on the capital return potential …

reflections on recent price action, ARK investments, Palantir, and crypto

migration crises lead to populism lead to asset confiscation leads to crypto going up

Another day in the trenches Trades Going to load up on Snapchat. Capitulation on Baltic Dry index combined with monster guidance out of Macys makes me sympathetic to supply chain …

Thoughts

Responding to China data etc etc Trades I like owning EM today on the other side of some dow futures. Boeing not going to lift Dow again today, if anything we’re going to have …

Thinking about best risk reward opportunities General Market Take The week got started out with god awful Japanese data, and the drumbeat of war in eastern Europe. Given absurd …

Here I detail some analysis of newsflow over the last week and where I see best risk reward going into the start of the year Analysis / Thought The core theme coming out of the …