Math & Cynce
Cynce, TronI take long tours and the occasional deep dive into the market order and implications of a range of subjects from volatility to emerging technology, their supply chain ecosystems, and how I think they will develop over time.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 23 | Founded | 9 months ago | Last Issue | 5 days ago |
| Active | |||||
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cynce.substack.comLatest Issues
Still slippery, still BWET
One of my first posts of the year was written to highlight what I thought was a then crazy notion that we would have a short time to take advantage of the wild increase in pricing for the shipping futures market, specifically for the channe...
Remembering Kioxia - Rating Update
I first invested in Kioxia on April 7th (@ 14.59) because I believed the market hadn’t begun to run in an important piece of the AI infrastructure story. A leader in NAND, the former Toshiba entity, was not “hot” like Micron, and not as vol...
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Sunday DD - The Honeywell Spin Trade
Beginning tomorrow, Honeywell is set to initiate its great “unbundling”, as it separates into Honeywell Aerospace and Honeywell Technologies. The move is billed as both a restructuring and a value extraction for shareholders. I think we are...
Daily Brief: What's MU-ving the Markets This Week
We have a full calendar for a week with not much going on. I thought the war might be over and I would start tracking shipping futures again to see when BWET would finally start to ease and retail could forecast an ease on some extended sup...
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Authors
The writers behind this newsletter.
iseeoptions on reddit / cynce on discord Experienced trader with a passion for volatility trades, visualizing bear theories, and harvesting theta income.
I’m an investor who specializes in defense, engineering, and critical minerals.
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