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Which Revolution Should We Start This Weekend?
Hobbyists , Starting early & Web3
Nov 20, 2021
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Which Revolution Should We Start This Weekend?
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Don't Get Left in the Data Dust
Modern investment vehicles, strategy & analysis
Nov 13, 2021
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Don't Get Left in the Data Dust
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Shuffle the Voices in Your Echo Chamber
Cognitive biases & Dante's Inferno
Nov 6, 2021
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Shuffle the Voices in Your Echo Chamber
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October 2021
Is JP Morgan Chase a Media Company?
Not yet, but that's changing...
Oct 29, 2021
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Is JP Morgan Chase a Media Company?
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On The Markets Oct. 25, 2021
Strong funds flow preserves the long bias, but use cheap implied volatility to buy puts
Oct 26, 2021
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On The Markets Oct. 25, 2021
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There's an Algo For That
Machine learning applications in the investment biz
Oct 23, 2021
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There's an Algo For That
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How Do You Audit a Narrative?
Accounting pitfalls, Free Cash Flow & Pushing back to get what you want
Oct 15, 2021
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How Do You Audit a Narrative?
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On The Markets Oct. 11, 2021
Signs of a major rotation?
Oct 11, 2021
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On The Markets Oct. 11, 2021
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You're Gonna Need a New Map
David Einhorn, Value Investing, Momentum & Incentives
Oct 8, 2021
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You're Gonna Need a New Map
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On The Markets Oct. 7, 2021
Are we about to gamma flip?
Oct 7, 2021
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On The Markets Oct. 7, 2021
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On The Markets Oct. 4, 2021
Some macro thoughts on flows/positioning and strategy as we head into earnings
Oct 4, 2021
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On The Markets Oct. 4, 2021
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Jay-Z Infinity
Hip Hop, Creators & Crypto Games
Oct 1, 2021
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Jay-Z Infinity
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