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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 Currency That Prints Itself
The Currency That Prints Itself Six trading days. That's how long it took SpaceX to go from a $135 IPO price to a market cap large enough to leapfrog Microsoft. The company…
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.…
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…
The math
MEMO TO: The pension fund trustees who think they made an active decision this quarter FROM: The math RE: You now own a piece of SPCX whether you wanted to or not Let's walk…
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