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A play on the K-shaped economy at 7x earnings.
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Slides and notes from the YWR shipping Zoom call.
We had a lively YWR Zoom call Friday about shipping.
YWR: Asset Management as a Service (the YWR MCP)
Things are moving so quickly with AI.
When I ponder the ramifications of agentic trading..
my mind splatters.
It makes me think a new business model may be emerging for asset management.
Asset management as a subscription service.
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Why all the ‘uncertainty’ made me bullish.
There’s always something to do in London.
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The sky is not falling. At least not on Nvidia.
The guy is a machine. High energy. Hi IQ. Hi EQ.
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Authors
The writers behind this newsletter.
Former Hedge Fund PM. Economics, stock market and financial structure nerd. Weekend MTB'er and wanna be Freeride skier.
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