CHG Market Commentary
Joshua Myers, CFAthe markets and life
| Platform |  | Pricing | Only free issues |
|---|---|---|---|
| Publishes | Weekly | Issues | 198 |
| Subscribers | Read | cedarshillgroup.substack.com |
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Latest Issues
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CHG Issue #183: Narrative Fallacies
Stories Follow Prices, Not the Other Way Around
CHG Markets Round Up Issue #7: MEGA
After a week like last week, it is important to do a round up to answer the general question of "what the h3!! just happened?" Instead, we are going to substitute that question, not for an easier one but for a better one: what changed?
CHG Issue #182: How to Make Liquid Alts
Last week State Street launched PRIV, the first private credit ETF, which gives us a blueprint for how issuers plan to handle the inherent liquidity issues in these products. We've previously detailed our view that making alternative assets...
CHG Issue #181: Marbles and Water
Sports gambling has been widely legalized after 2018, and it's amazing how quickly it has taken off. Well, I guess it's not that surprising—money and hope sell. It reminds me of this quote about Emperor Commodus from Senator Gracchus in the...
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Authors
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Builder of portfolios and businesses. Macro Strategy and Micro Execution.
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