CHG Market Commentary
Joshua Myers, CFAthe markets and life
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 187 | Subscribers | Read | cedarshillgroup.substack.com |
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Latest Issues
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CHG Issue #174: TRUST
It is a hopeful time of the year and has been a hopeful couple of weeks for equity investors. One of the things we are always striving to do is understand the reasoning and motivation behind what other investors (our colleagues and competit...
CHG Issue #174: Harvesting Crypto Volatility
MicroStrategy, the software turned "Bitcoin Treasury" company, recently raised $3 billion in a convertible bond offering that featured a 0% coupon effectively enabling MicroStrategy (MSTR) to fund further purchases of Bitcoin (BTC) for free...
CHG Issue #173: Entropy of AI Agents
In CHG Issue #172: Classification in a Quantum World we tried to discuss the importance of classification in a rapidly changing and abstract world. Daniel Kahneman refers to humans as "prediction machines" and won the Nobel Prize for his wo...
CHG Markets Round Up Issue #6: Happy Thanksgiving
I wasn’t planning on writing a post today since it’s a holiday week but we’ve had some interesting developments recently which deserve some attention.
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Authors
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Builder of portfolios and businesses. Macro Strategy and Micro Execution.
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