Hedge funds, macro and short selling.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 698 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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IS SOFTBANK THE SOFT FLANK OF AI?
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There was a time, not that long ago, when the cheapest provider would be the corporate winner. Remember the days when online shopping was always the cheapest option? Or when streaming was much cheaper than buying DVDs? This w...
Markets Are Driven by Politics, Not Economics
Chapter 2 of my book - chapter 1 is here. If you are just here for timely market insights and not details of how and why I think the way I do, feel free to ignore.
It was 2021, and I was reading the Financial Times, when a small art...
"IT'S ONLY WAFER THIN" - "ALRIGHT THEN, BUY ME SOME WAFER STOCKS"
Apologies to Monty Python
Showing my age, I am paraphrasing from Monty Python’s “The Meaning Of Life”. For years after seeing this movie, when ever I tried to get someone to order dessert after a big meal, I would put on a French accent, a...
GOLD FOR BITCOIN?
Time for a switch?
I have preferred gold to bitcoin for awhile. Theoretically, they should be the same - scarce assets that should rise as investors worry about debasement. The debasement trade is easy to understand. The US is forecast to...
MAYBE FOOD INFLATION IS THE KEY
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One of the markets theories I was taught when I was young was that when oil prices are up over 50% year on year, the S&P 500 does poorly. Oil is certainly up over 50% year on year.
But rather than being a bearish signal, mar...
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Authors
The writers behind this newsletter.
20 years in the markets, specialising in hedge funds, macro and short selling. Taking a break to write newsletters instead.
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