Trader Joe
Former fund manager publishing stock and macro research. Asymmetric, high conviction ideas ahead of the crowd.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 40 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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hitraderjoe.substack.comLatest Issues
The Bond Clock is Ticking
Everyone ultimately bends to the will of the bond market. The only question is how much time you get when bond woes reach your shores.
When you can’t print your own currency, you almost always resort to some form of austerity. We saw this...
Beware the Bond
Earlier this week, the U.S. 30y treasury yield hit the highest level since 2007, equities pared back some gains, and the dollar softened.
U.S. 30y Treasury Yield
Treasury Secretary Bessent then announced on Wednesday that the Treasury wil...
Burry is probably right, but early.
Are stocks in a bubble? Part 2: Supply
This is Part 2: Supply in the Are stocks in a bubble? series. If you haven’t read Part 1 yet, I would start there:
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Citadel Gets its GameStop Revenge
Citadel has bought the remnants of the Situational Awareness fund blowup and people are asking if they also caused it.
I managed my first multibillion dollar fund at 27 for a Goldman spinout and then went on to manage over $10 billion in a...
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Stocks and Macro. Managed my first multi-$bn fund at 27 for a Goldman spinout. I use a top down approach to identify high conviction, asymmetric ideas before they become mainstream. Covered photonics in mid-2025 and now focused on Edge / Physical AI.
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