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.
