The Night Before Micron
The Night Before Micron It's the night before Micron reports and I'm doing what I always do the night before a memory company reports a potentially cycle-defining number:…
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The Warsh Dove Trade. An Autopsy.
INTERNAL — RATES & MACRO DESK Re: The Warsh Dove Trade. An Autopsy. Monday, June 22 Let's get this done quickly so we can move on. The thesis was clean. Too clean, in…
To Every Fund Manager Who Put SPCX In Their Model Portfolio This Week
To Every Fund Manager Who Put SPCX In Their Model Portfolio This Week Memo format. No sender. No recipient. You know who you are. Let's establish what actually happened.…
The 500 Doesn't Know What It Is Anymore
The 500 Doesn't Know What It Is Anymore Sometime before Monday's open, a committee of investors who never touched a can of soup in their professional lives will finally finish…
Congratulations, You Bought a Calendar
Congratulations, You Bought a Calendar SpaceX went from $135 to $225.64 in five trading sessions and nobody on financial television could stop talking about the human spirit.…
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