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The Fintel Brief

A. Launder

Financial intelligence and red teaming without the terrible ideas and losers selling signals and snake oil

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Issues46Founded5 years agoLast Issue4 months ago
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Latest Issues

The Quantum Bet: A $334 Stock Trading at $23

What would you pay for the only company on Earth with production-grade quantum computers already deployed in enterprise environments? Now before you say this is some sell side BS, its not. We all know quantum is going to be the next AI race...

4 months ago
3
2

China’s Dollar Oxygen Problem

If you need more on this check out some of my related work “The Girl From Ipanema Walks… Straight Into a Debt Snowball” and “Solvency is a Theory. Settlement is a Fact.”


“If it don’t make dollars it dont make cents (sense)” - 50...

4 months ago
5

Solvency is a Theory. Settlement is a Fact.

Everyone in global macro wants to find the “Black Swan” that singular moment where a bank goes bust and the screen turns red.

This isn’t that.

If you’re looking for a bank failure, stop reading. Bank of East Asia (BEA) is solvent. It’s c...

5 months ago
2
1

Ample Reserves, Ample Alibis

First off Merry Christmas, happy holidays, hope everyone has had a good year. a great year even.

“The first lie in macro is that labels matter more than flows.”

We keep hearing that nothing is happening. The Fed isn’t easing, just “maint...

5 months ago
5

The Girl From Ipanema Walks… Straight Into a Debt Snowball

mid-2014 until late 2016, Brazil experienced a severe economic crisis

“We’re not short Brazil. We’re long arithmetic.”

Everyone in global macro dreams of finding their very own Black Wednesday event, the moment you see a real inequality...

6 months ago
4

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  • A. Launder

    Fintel Goonery at its finest. from the J2X to the 10K

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