Beep Beep
Date
January 21, 2022
Beep BeepThis week Chris and I kick back. Inspired by Jeff Bezos, and his recent...
Best Hedgies Are Born Offside
Date
January 15, 2022
Best Hedgies Are Born OffsideMerde I look so young in that. As I am sure...
Today’s Financial Fog
Date
January 12, 2022
Today's Financial FogWhat's today's fog ? The power - the supremacy - of the Chinese...
Why I Quit Macro
Date
January 11, 2022
Why I Quit MacroGeorge Gammon recently asked me "Why did you give up macro ?"...
This Week’s Podcast
Date
January 10, 2022
This Week's PodcastIn this week's podcast, I go all existential. I reveal my conversations with...
Don’t Look Up !
Date
January 7, 2022
Don't Look Up !It's Friday...are you ready for an epic adventure ? If you can...
A nihilist set on a destructive path?
Date
June 25, 2021
There was a time when i thought that to speculate you had to be a...
Helicopter Money
Date
March 8, 2021
We’ve never seen the phenomenon of simultaneously higher equity prices and a shift higher in...