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 | 20 | Founded | 7 months ago | Last Issue | 6 days ago |
| Active | |||||
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cynce.substack.comLatest Issues
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...
The Warshout
I think today’s market reaction was almost inevitable. I didn’t want it, traded into it, and still knew it would happen.
All in all though, it could have been a lot worse.
Thanks for reading Math & Cynce! Subscribe for free to receive ne...
Daily Brief - Is something off-balance in the AI balance sheets...
What are they doing?
The largest AI companies are building an unprecedented wave of infrastructure to support model training, inference, cloud computing, and enterprise AI demand. Rather than simply leasing capacity, hyperscalers such as M...
Daily Brief - The SpaceX IPO Filing
OK Everyone, I know we are all excited to see what is worth $2T. Ok, well maybe it’s just me. Watch this space as more details and analysis emerge, but I wanted to get something out there for people that don’t have time to read through the...
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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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