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

Institutional/Consulting

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