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 inDialogue & DiscourseNo, Mr. President, Tariffs Don’t Work Like ThatIs it any surprise he has it all wrong?Feb 211Feb 211
Published inDataDrivenInvestorMy Tesla Price Target: $41Estimated fair value 89 percent below current share priceFeb 211Feb 211
Published inDataDrivenInvestorWall Street’s Bitcoin romance hasn’t convinced me it won’t go to zeroA Nobel prized economist just predicted a crash within ten years.Feb 93Feb 93
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