A live book on Investing
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 345 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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Someone Forgot to Give Thanks...
Meme Tops vs Meme Bottoms
After 4% of South Korean adults were margin-called (!), the crash in the AI Trade has claimed another high-profile victim:
The Key Question on AI * - Part II
Asking the Right Questions; ORCL; CXMT; China; Robots
In the first part of “The Key Question on AI *”, we posed a very simple question:
The Key Question on AI *
- that anyone invested in the Market has to be able to answer
We recently introduced the Meme-rithmic Scale™ to keep track of the “Meme Tops” and “Meme Bottoms” that got triggered.
In-Fungibility
Special Situations Trade
A “quickie” on an interesting special situation that’s setting up:
"Aya-Toll" vs "Trump-Toll"
While we are trying to enjoy the World Cup, Trump and Iran re-started hostilities:
You know it’s getting serious because the hostilities extended beyond the weekend and into trading hours, which is extremely rude and against warfare etique...
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Authors
The writers behind this newsletter.
Speculation is the search for truth in price and time. Operator in global markets for 20+ years. Trying to see around corners while minimizing mistakes. These are my ramblings.
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