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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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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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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.