Where We Go After Wednesday’s Rally
One reason to be bullish, two reasons to be bearish, and a way to navigate the uncertainty.
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.
With a skeleton staff, Elon Musk’s Twitter reportedly does something the site wouldn’t do before: crack down on child porn.
Theft At FTX
Wallets at the bankrupt crypto exchange FTX just got emptied. Looks like it might have been an inside job.
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.
Making Sense Of The Midterms (Updated)
The red wave that wasn’t.
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.
Betting Against Emerging Markets Pays Off
Four key lessons from holding leveraged ETFs in a concentrated, hedged portfolio.