Category: Uncategorized
-
“America has the best hand ever dealt of any country on this planet today ever, okay. And Americans don’t fully appreciate what I’m about to say. We have peaceful, wonderful neighbors in Canada and Mexico. We’ve got the biggest military barriers ever built, called the Atlantic and the Pacific. We…
-
+
+
+
+
+
+
“You’re going to see a lot of emerging managers shut down in the next few years,” said a VC I met with this morning. She couldn’t stay long — she was heading to California to fundraise. The down market is hitting emerging managers hard. These VC’s are on their first…
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
-
+
+
+
+
+
+
Another day, another Generative AI breakthrough! The latest: a search engine that queries thousands of books to answer any question. It’s called Allsearch.ai. And it just might change research forever. Get the blog before anyone else…subscribe! I tested it out this morning with three prompts. Let’s see how it does!…
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
-
+
+
+
+
+
+
Cryptocurrencies have had a painful year. But you ain’t seen nothin’ yet. The promise of many major protocols like Ethereum is that they can power useful apps. But despite their giant valuations, almost no one is actually building anything. Get the blog before anyone else…subscribe! From a new report on…
-
We’ve been seeing some scary inflation numbers recently. The consumer price index rose 8.6% from last year in the latest report. These eyewatering levels have gone on for months, spooking consumers and markets. The S&P 500 is down 20% for the year, largely due to worries about inflation. But strangely,…
-
+
+
+
+
+
+
About an hour ago, I posted an article about a Melvin Capital position in GameStop Corp. A very astute reader pointed out to me that the SEC filing on which it relied was from a prior year, so the information was no longer up-to-date. Fortunately, thanks to the reader’s help,…
-
Losses betting against meme stocks have hit hedge funds hard this year. The latest data from Barclay Hedge shows year-to-date gains for equity long/short funds of 8.51%. (This is the type of fund that would typically take short positions in stocks.) Meanwhile, the S&P 500 has returned 18%. One of…
+
+
+
+
+
+
+ AMC, Finance, Gamestop, GME, Hedge funds, Investing, Money, Reddit, Stock Market, Stocks, Wallstreetbets+
+
+
+
+
+
+
+
+
+
+
+
-
It’s awesome! Sammy “The Bull” Gravano, Gambino crime family underboss turned government witness, released the first episode of his new podcast today. It’s called “Our Thing” and you can see it here. I found it very engaging. The style is spare and fast-paced. The first episode covers the planning of…
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
Tremendous 