
Recovering journalist, venture investor, mutual fund manager, investment officer & regulatory antagonist. "The truth is out there but so are lies." Dana Scully. The hidden aspects of the winners and losers in trading, finance and government regulation.
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 70 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||

After a lifetime as an investor, there are some Wall Street conventions I expected to be extinguished years ago. They persist with unyielding and stubborn pretense. The Wall Street crowd publishes future estimates of earnings with CNBC chan...
AI makes it so easy to cherry pick data - and frankly all that does is serve the person “talking their own book.” Always infuriates me; which is why I hated trading rooms with CNBC or Bloomberg or Fox streaming all day. Statistics are borin...
Plotting the Dots
War Planners Flirt with Famine - How Strategic Incomprehension Threatens World Food Supplies
Robert A. Destro is a human-rights lawyer and law professor who has spent his career asking a blunt question: if someone has su...
So much wailing and gnashing of teeth about interest rates at new highs for investors in their 30s and 40s. Correlation studies based on recent data say sell gold when rates are rising; history tells a different story.
Definition of a crowded trade. When your position is full, and the market trades its lowest weekly SPY volume since 2004. The contraction of SPY ETF trading volume not a new thing and now sitting well below historical averages. Gating just...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
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The writers behind this newsletter.
Recovering journalist, venture LP, retired multi-billions CIO (mutual fund/NGO) & regulatory antagonist, board member, early AI user. Please share; no charge for ideas. "The truth is out there - but so are lies." Dana Scully
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