
Ninja eyes peeled on underrated longs and bubbly shorts. My Focus: Tech/[Alt] Energy/Value/Growth and Disruptors/Monetary Policy and Cycles. My tales are not financial advice.
| Platform | Pricing | Only free issues | Publishes | Infrequently | |
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Some of my eagle-eyed followers may have noticed my tweet (see screenshot below) last month already: I rather abruptly sold off most of my long stock positions (across all sectors and regions) in mid-October 2025.
Here’s my original tweet...
This is summary for a report of mine from Q4 2024 that I couldn't share before due to contractual obligations.
I narrowed down my search (filter) to three stocks listed in Switzerland (most numbers given below are therefore in CHF currency...
I have followed ASTS since its debut as a public company, see eg. this tweet from 2021.
ASTS seems to be finally making the leap from the “early-stage biotech in space” (my analogy until Q2 2024, a great busin...
Yes, I shamelessly stole my headline from Prof. Steve Keen's accurate forecast list re the GFC 2008. You can still read Steve Keen’s old blog entry from 2009 here.
He listed a number of people accurately predicting the collapse of the hou...
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The writers behind this newsletter.
The future is uncertain, hence my nickname TFTF. I am fiercely independent in my investment research. That's why the avatar image of a Ninja hopefully fits. Pick your targets with patience. Do your OWN diligence. This is not investment advice.
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