PinnedPublished inDataDrivenInvestorBrace Yourself, Inflation is ComingUS inflation expectations are rising. Fiscal and monetary policy means inflation will further pick up the paceJan 22, 20217Jan 22, 20217
Published inDataDrivenInvestorCruise Tears The Tesla Bull Case ApartNo humanoid air castles can divert attention from General Motors beating Tesla on Elon’s Home TurfFeb 4, 20224Feb 4, 20224
Published inDataDrivenInvestorYour Weekly IPO Update (Week 34)IPO pipeline gaining size, Robinhood and Vroom struggles, Dutch Bros file for fall IPOAug 26, 2021Aug 26, 2021
Published inDataDrivenInvestorYes, There’s a New Big Short Sheriff in TownHe’s ruled the world before though. Michael Burry’s fund takes on Tesla and ARK Invest in new big short betAug 18, 20212Aug 18, 20212
Published inDataDrivenInvestorMoney is Flowing Into Stocks at Record-Breaking PaceEquity markets have seen an unprecedented inflow of new capital. Do investors have any dry powder left?Aug 16, 2021Aug 16, 2021
Published inDataDrivenInvestorYour Weekly IPO Update (Week 33)SPAC galore, broad underperformance, and rumors on Reddit and TikTokAug 16, 20211Aug 16, 20211
Published inDataDrivenInvestorYour Weekly IPO Update (Week 32)Robinhood, Duolingo, and a quiet week aheadAug 9, 20211Aug 9, 20211
Published inDataDrivenInvestorWhy Do You Still Use a Subpar Broker?If you’re serious about investing, use a prime broker.Aug 5, 20214Aug 5, 20214
Published inDataDrivenInvestorBehavioral Bias in Bitcoin 1: ScarcityThe only thing scarce is probably the amount of real money in the Bitcoin ecosystem, yet people flock to exchange their dollars for Bitcoin…Jun 10, 20212Jun 10, 20212
Published inDataDrivenInvestorDear Coiners, You’ve Just Been MuskedCrypto-traders and HODLers alike are affected by the wild swings in crypto prices. Elon Musk’s antics are an effort to profit off the…Jun 8, 20212Jun 8, 20212