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GOODALEXANDER

Index

markets

01

Posts

A Simplistic Manifesto

Why am I doing what I am doing? A direct summary of all the esoteric garbage I’ve produced. Dumbing it all down I’ve written a lot on this blog. I want to dumb it down. Speak in …
17 min read
02

Posts

The Mo

channeling momentum, mojo, reading the universal mosaic Below I explore the idea of “the Mo” - or being in tune with the universe, in a useful way that allows you to take larger …
8 min read
04

Posts

A Vision of the Future

A hypothetical exploration of the world we are heading towards There have been 3 major technology shifts since 2022. The market has weighted one much higher in terms of valuation - …
9 min read
05

Posts

A Withering Trader’s Illustrated Primer

the Last Samurai, Darth Vader, the world of entertainment bleeding into the world of things “There are only two industries. This has always been true….There is the industry of …
18 min read
06

Posts

Retrofixation

naming negative nostalgia. exploring clarity in a world with infinite RAM Naming the Culprit A single concept applies to bad investing, bad decision making, and bad feelings. The …
11 min read
07

Posts

Cracks in the Fishbowl

a reflection on Nietzsche, Artificial Intelligence, goldfish, and new Gods “God is dead. God remains dead. And we have killed him. How shall we comfort ourselves, the murderers of …
15 min read
08

Posts

Week 2 - Decline and Fall

Ideas expressing weakness in US equities relative to ROW this week Last Week Last week’s performance was +1.25%, unlevered had you traded this blog post on the open Monday and held …
14 min read
09

Posts

Tokyo Swerve- Careful What You Wish For

extreme FX and interest rate volatility paints a picture of 2 very different worlds. which shall we step into? Let’s start with a question. If Japan has rock bottom risk-free …
10 min read
10

Posts

Postulates on Useful Financial Speech

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 …
15 min read