Let it Compound
Let's compound our wealth and knowledge together. Compounding is simple, investing is hard. By honing our skills as investors - through deep research and arming ourselves with knowledge - it becomes a little easier.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 24 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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Gener-Yack
They are noisy.
They are energy and water sucks.
And seemingly nobody wants one in their backyard.
I’m talking about data centers.
Yet, because AI is the chosen path for our future - or that’s what those at the tippy top are pushing – w...
TA on TTD - whyyyy
Only one person is interested in this post.
And that’s good enough for me.
You’re welcome Matthew.
The performance of The Trade Desk (TTD) has been a complete dumpster fire.
Just look at this price chart:.
All I’m going to say is when...
Goooooooold Miners
Up until recently, only the hard asset guys were in this camp after shares for miners cratered from their highs.
This had miners compared to the SP 500 hitting, in my eyes, nonsensical levels.
20-Year, Monthly
Vaneck Gold Mi...
Goooooooold
Apparently, I’m not alone here. The debasement trade is thriving - Thanks, Scott 😡.
The hard asset guys are pounding the table on owning gold. I enjoy a lot of their work, but not everyone has the same conviction as them. Without that con...
Charts Charts Charts
I have a confession.
I like charts.
So, here are some charts. Do what you wish with them. They could be actionable. Or we could print, frame, and hang them over the porcelain throne.
I think we know my vote.
I run a bunch of screens. I’...
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Authors
The writers behind this newsletter.
Equity analyst previously covering global macro, tech, and commodities for long-only strategies. Former boutique CPA firm partner. Mostly focused on raising our two toddler boys. Not investment advice.
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