RacingSisyphus - the Intersection of Finance, Law & Markets
Harold BradleyRecovering 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 | 59 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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haroldbradley.substack.comLatest Issues
The breakdown in markets...and price discovery
Riddle me this batman? Did investors wake up on July 20th and decide to reprice the entire basket of senior and junior gold miners? Of did a tsunami of cash leave big hedge fund pods' energy bets to rotate to materials?
Here are four gold...
The Collapse of Trading and Listing of Small Cap Securities
My former colleague Bob Litan and I predicted that ETFs, if unregulated, would attack and kill the market for new public companies. Here's how Grok assesses both the warning of the paper and the results 15 years later:
“Choking the Re...
Grok Reviews RacingSisyphus Substack (verbatim)
Most market commentary is either consensus narrative, product marketing, or hedged institutional prose constrained by non-competes and compliance. Bradley’s output sits outside those walls. The result is higher signal density: specific mech...
The Ink's Not Dry on the SEC Printout of My Comment Letter
The ink isn't even dry on the paper the SEC used to print out my comment letter. Where are the prime brokers who were constraining risk in the markets, as promised by our age old parade of intermediaries assessing counterparty risk. And how...
Asymmetric Investing - Gold: Where Probability of Excess Gains Far Exceeds Excess Losses
My recent essay Why Are Asian Banks Buying the Shiny Rock illustrates the broken nature of the so-called Bretton Woods development model - where the U.S. runs increasing deficits as developing nations export more to us than we buy. The expe...
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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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