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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:…
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…
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