
Thoughts on stocks and the economy
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 58 | Founded | 2 years ago | Last Issue | 4 months ago |
| Active | |||||

DISCLAIMER: I AM LONG MHGU AND MHGUP. THE TICKERS ARE EXTREMELY ILLIQUID. BECAUSE OF THIS I PROMISE THAT I WILL NOT SELL BEFORE THE NEXT (PRELIMINARY) EARNINGS/QUARTERLY UPDATE UNLESS THERE IS IMMEDIATE HARM OR THREAT TO MY FAMILY. IN THAT...
Dear Reader,
That was a pretty crazy year. I’m pleased — and a bit mystified — that I was able to grind out a return of approximately 44% with essentially zero exposure to AI. I worked hard — and you know what, I’m not exactly proud of tha...
Dear Reader,
Please recall my post from last year exploring the Contran Corp holding web (KRO US, VHI US, NL US, CIX US) and its various holding company discounts.
I quickly abandoned these positions, noting this in one of my weekend upda...
Dear Reader,
Everyone makes mistakes, and that’s cool. If you can learn from them, that’s even better. I’m not one to trivialize learning; changing is hard, let’s not downplay that.
I’m a slow learner myself, but occasionally I get thwac...
Dear Reader,
I’m grateful for what’s been shaping up as a strong end to the year. As the year comes to a close my family is considering what to do with gold and silver positions purchased a few years ago.
I tried not to think about it fo...
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The writers behind this newsletter.
My background is in mid-office roles (analytics / risk) across banking: consumer credit, commercial real estate, and macro research.
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