
What actually matters to the stock market, plus quantitative Economic research with a focus on leverage and labor. (Hint: ignore most financial news)
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 422 | Founded | 6 years ago | Last Issue | 37 hours ago |
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You can see my stock purchases on substack notes — I post them as soon as I make a purchase.
I DO NOT want to flood your inboxes, so I post exclusively on substack notes for small, day-to-day purchases....
If you’re a long term investor, CPI is just a data point. Not to sound like Kevin Warsh (or Jerome Powell), but trends matter more than a single data point.
I’m writing this because there was so much hype sur...
Assuming these are long term (8 + years) holds, you have enough money to cover other costs, and you don’t want to watch the market every day, I’d go big and basic:
These a...
Buying the AI dip
A Mix Of Everything
This is the soundtrack of the next two months. Same market, new year.
Sometimes it’s also The Less I Know The Better, but it depends whether I’m wearing a blue or orange beanie and selvedge deni...
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The writers behind this newsletter.
Simulation Engineering, Quantitative Research, closing knowledge gaps, and messing around.
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