The Index Is Lying to You Again
MEMO — Internal Distribution Only RE: The Index Is Lying to You Again Somebody on the desk pulled up the Nasdaq 100 chart this morning and called it a V-shaped recovery. It is…
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[Eats] The Quarter That Ate the Arcade — And What Ate the Quarter
Waka waka — another dot of value, eaten. I want to talk about a coin. Not a token, not a chain — a real physical coin that ran an entire industry for about a decade: the…
On the Difference Between a Trade and a Deposit
MEMO: On the Difference Between a Trade and a Deposit TO: Risk desk RE: Critical Metals, Greenland Mines, USA Rare Earth — position sizing ahead of Wednesday STATUS: Read before…
The Calendar Belongs to Beijing
The Calendar Belongs to Beijing Tomorrow is the forty-first anniversary of the Plaza Accord, and nobody will mention it on Wednesday when a US president reportedly greets a…
Virtualgrowth Basket of Stocks on Robinhood
Created a $VG token on Robinhood that functions in part like a basket of stocks with exposure to a mix of stocks along with (wrapped) Ethereum $ETH and the launchpad's base token…
Eulogy for Three Ticker Symbols
Eulogy for Three Ticker Symbols Thank you all for coming. I'll keep this short, because the funeral is scheduled for before the opening bell tomorrow and the deceased are not…
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