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    STOCKS

    The Greed Itch: Beeplemania

    We are only at the beginning of the process of price discovery and unlocking value in wholly new asset categories. An orgiastic future awaits us.


    SLACK

    Community Wisdom: Short Cancer, Long DeFi, Short Bill’s Brain, and Long Idiots

    We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.


    SLACK

    Community Wisdom: Long Awareness, Long Boy Plunger, Short Emotions, Long Black Swans, Short Vacations

    We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.


    SALON

    Rotation or regime change?

    Macro themes that dominated the market for the last fifteen months—Covid, WFH, then vaccine/reopening—are fading. What comes next?


    SLACK

    Community Wisdom: Long Surfing, Short Dreams, Short Achilles Heel, and Long Dirtbags

    We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.


    HISTORY

    Annals of Wall Street

    Once again, Wall Street seems poised on the verge of a take-off into new, totally unexpected, and totally uncharted directions.


    SLACK

    Community Wisdom: Short Bears, Long Blood Donors, Short Techno-optimism, and Short Gremlins

    We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.


    MOOD

    Signs from the cosmos

    The cosmic picture is one of unparalleled levels of euphoria in 2022. We remain bullish.


    SLACK

    Community Wisdom: Short Hope, Long Siege, Short Jokers, Long FUD, and Short Protests

    We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.


    SLACK

    Community Wisdom: Short Naval, Long Fear, Long Patience, Short Conflict

    We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.

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