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Market Memo
Red Bull Gives You Wings, Celsius Gives You Gains.
A trade off the lows in play?
Jul 6
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AI/Quantum Names Going Lower?
Why I think we're checking back on hyper scalers into Q3.
Jul 3
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Rush For The Exits.
What if we flop in the SpaceX IPO?
Jun 10
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Market Memo: Quick Trade
A quick 15% in 2 weeks?
Jun 9
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IPOs & Investing: A Few Thoughts.
On the IPO and investing, in general
Jun 4
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4 Charts from The FMS
Commentary on the latest BofA FMS
May 19
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Momentum in $META
A catch up trade?
May 13
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Fat Tail Trades are Here To Stay.
A new market regime is upon us.
Apr 18
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Capitulation Cometh.
Some data and technicals over the weekend.
Mar 21
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A 3 Basket Short on Tech.
Tech is down on the year, but this is just the start.
Mar 15
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