Financial Musings of a Market Miscreant....

• 2x a month minimum newsletter on markets
• Market commentary & analysis on macro/earnings
• Shit i'm reading or listening to
• Focus on SAAS, SEMIS, BIG TECH, SHORTING
• The occasional deep dive trade/investment ideas
• Position updates

Premium

• Real-time position updates
• Access to all position research I've done that I do not share with regular subs which provides process edge
• Slack Channel Access
• Some unique ideas that are not suited for wider distribution
• Capped at 25 seats at any given time and not available to institutions, so please inquire via email before signing up.

Institutional/Consulting

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