
Poolside prognostication on investments, lessons, and life
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 8 | Founded | 3 years ago | Last Issue | 3 years ago |
| Active | |||||

Apologies for the hiatus. I was called away to Munich by Macro Savant (whose recent substacks are must-read 🔥) to help stimulate the flagging German economy through large-scale purchases of beer, roast duck, and Bavarian hunting jackets (...
In the past few weeks, the Chinese Government has shot water guns in an attempt to inflate speculative assets. First, they tried property stimulus measu...
First month down, thanks for reading!
Welcome back!
Japan continued to walk away from its rate controls and allowed its 10-year to drift up to 1% (from 50bps). While the US equity market shrugged it off, the commit...
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The writers behind this newsletter.
Former L/S equity fund manager, current active public market investor. Traveler and collector of experiences and cowboy boots.
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