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Where We Go After Wednesday’s Rally
One reason to be bullish, two reasons to be bearish, and a way to navigate the uncertainty.
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Update On America’s Drag Queen Nuclear Waste Czarina
America’s gender-fluid nuclear waste czarina gets charged with felony theft. Plus a look back and what we got right and wrong in our market note from last February.
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Twitter Projection
With a skeleton staff, Elon Musk’s Twitter reportedly does something the site wouldn’t do before: crack down on child porn.
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Theft At FTX
Wallets at the bankrupt crypto exchange FTX just got emptied. Looks like it might have been an inside job.
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Fading The Post-CPI Rally
Stocks Explode Higher On CPI Miss One example of the extent of Thursday’s “Stunned Into Action” stock market rally is that the struggling theater chain AMC Entertainment Holdings, Inc. (AMC) spiked 18.11% on the day. Fortunately for me, I had sold my AMC puts on Wednesday. Even DWAC Gets A Bid On Thursday morning, I…
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An Eventful Week For Sam Bankman-Fried
The (most-likely former) crypto billionaire boosts Democrats in the midterms while battering his depositors, investors, and Bitcoin. How hedging helped limit the downside for Bitcoin longs.
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The Truth About Truth Social
Fading the blank check company that’s trying to merge with the parent of Truth Social.
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Top Names Update 3
An update on the performance of our top names, since the addition of our new security selection factor on June 24th.
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Betting Against Emerging Markets Pays Off
Four key lessons from holding leveraged ETFs in a concentrated, hedged portfolio.
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