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QTR’s Fringe Finance

Quoth the Raven
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Liberty. Finance. Bullshit.

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Latest Issues

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In a recent conversation with Adam Taggart on Thoughtful Money, I discussed something that has been years in the making: my decision to step away from active trading and refocus on what I believe is my real edge: analyzing markets, identify...

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Lest We Forget, Private Credit Is Still Imploding

Ignore it at your own risk.

For months I’ve been arguing that investors are ignoring a growing list of warning signs across the economy and financial markets.

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Morningstar Just Issued The Most Bearish SpaceX Valuation Yet

I think SpaceX may ultimately be remembered as a referendum on the AI bull market itself.

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Everything You've Been Told About Index Funds Is No Longer True: Phil Bak

Today I’m happy to offer my readers the latest from my friend Phil Bak. Phil has appeared on my podcast and runs his own Substack called BakStak.

He specializes in ETFs but I also love his perspective on all things macro, markets — and mor...

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Saylor Breaks The 'Immaculate' Bitcoin Narrative

Strategy just sold 32 bitcoin. In February, Saylor had said: "We are not going to be selling."

I am not anti-Bitcoin, I just have a very nuanced position on it which includes a very healthy dose of skepticism. I explained this in a 2 hour...

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  • Quoth the Raven

    Liberty. Finance. Bullshit.

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