The Giving Tree
The GiverThematic and event-driven investing. My goal: find edge in hairy and/or unconventional market dynamics, and deliver non-consensus insights to readers.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 61 | Subscribers | Read | lazyvillager1.substack.com |
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| #125 | |
| #5 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
[Short Note] Bird's Eye View on ASTER post-revised airdrop mechanics
Contextualizing the material change in float
[Podcast] Giver's Gambit: Episode 47
First impressions: interpreting a mixed Powell. Reflecting on the AM note & staying long here into Goldilocks
[Medium Note] FOMC Preview & Plan
Scenario analysis & decision matrix: an important update to previously disclosed views
[Podcast] Giver's Gambit: Episode 46
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Creating excess reward per unit of risk in special situations cross-assets.
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