Scalper's Lounge
scalpavelliThoughts on stocks and the economy
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 64 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||
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scalpavelli.substack.comLatest Issues
Indonesia has entered the Crisis Investing Zone
Dear Reader,
I’ve been watching Indonesian stocks for a few years now. With public debt to GDP of just 41%, projected real GDP growth of ~5%, and MSCI Indonesia trading at a forward P/E of 8.4 there are potentially decades of outperformanc...
Your multivitamin sucks
Dear Reader,
Did you know that I won $150 in bodybuilding.com store credits as a teenager? It’s true — I won two weekly writing competitions.
I’ve been around the supplement/vitamin scene. All around. Have spent tens of thousands of doll...
My first act of radical defiance was refusing cake
When I reflect on my time in corporate America the main thing that stands out to me is how many business leaders I inadvertently pissed off for the absolute pettiest of reasons. Reasons so petty that they have taken me a full decade to proc...
Catching up on pitches, portfolio, process + prompt
Dear Reader,
I’ve been having a wild year between the chaos of the markets and the chaos of (maintaining) vibe-coded software. Since I’ve been light on updates this year, I thought it would be a good time to clear the air before my next pi...
What does it take for a bull-rider to say no?
Bodacious. The Master of Disaster.
With a record of 127 buck-offs over 135 professional rides, Bodacious was retired in his prime.
Surprisingly, Bo didn’t show much promise in his early amateur career. That’s particularly unusual in bull...
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Authors
The writers behind this newsletter.
My background is in business analytics/risk across banking: consumer credit card, commercial real estate credit, and macro research. I also led marketing analytics at a publicly-traded consumer ecommerce company for a little over a year.
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