Sep

14

Alibaba and the 40 Regulatory Thieves

Sep 14, 2021

5 min read

Sep

13

Razor's Edge- Sep 13th (preview)

Macro Commentary: Somewhat softer economic data was the theme last week and looks to continue to be the case going

Sep 13, 2021

1 min read

Sep

13

Razor's Edge-Sep 13

Sep 13, 2021

8 min read

Sep

08

Trade Idea- Sep 8

Sep 8, 2021

1 min read

Sep

07

Netflix LORD OF THE STREAMS: RETURN OF THE KING

Sep 7, 2021

42 min read

Sep

06

NVIDIA: WHAT COULD GO WRONG?

Sep 6, 2021

13 min read

Sep

03

Razor's Edge- Sep 3rd

I'll be publishing these short updates for paid subscribers going forward with a focus on what I'

Sep 3, 2021

5 min read

Sep

02

Zoom, Peloton, and Covid Investing Indigestion

Sep 2, 2021

4 min read

Sep

01

Tapering The Taper Talk

Jackson Hole is this week and normally this would be a big deal, but it’s hard to imagine we

Sep 1, 2021

4 min read

Sep

01

Death of Covid Trade- (Feb 4-2020)

Death of Covid Trade I’ve been following this site tracker data wise/predictions. It’s very interesting. https://covid19-projections.

Sep 1, 2021

1 min read