A live book on Investing
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 353 | Founded | 4 years ago | Last Issue | 3 days ago |
| Active | |||||
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shrubstack.comLatest Issues
Fly on the Wall with Shrub & Cloudbear
Between Bessent being the House, and Trump showering voters with $5,000 cheques, one thing is for sure:
Between Bessent being the House, and Trump showering voters with $5,000 cheques, one thing is for sure:
Claudification™️ Overdrive
“WE HAVE ACHIEVED AGI!
“WE HAVE ACHIEVED AGI! CONGRATULATIONS TO THOSE INVOLVED!” <SHAME ABOUT THE REST OF YOU!>
Fly on the Wall with Shrub & Cloudbear
I can’t believe we are doing this, but both Paulo and I are punting in Bonds, at least through an interesting asymmetric structure (the one we discussed here).
I can’t believe we are doing this, but both Paulo and I are punting in Bonds, a...
“Druck in the WSJ” vs “Shrub in the SSJ”
Druckenmiller just “penned” an op-ed in the Wall Street Journal titled “Let the Bond Market Speak”, critisizing Bessent’s latest Bond Market “operation”.
On one hand, I’m glad that Stan, a personal hero, called out the nonsense that we ref...
Midterms
I’ve been reminiscing on trading past Midterm elections.
I’ve been reminiscing on trading past Midterm elections.
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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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