goodalexander

a reflection on Nietzsche, Artificial Intelligence, goldfish, and new Gods “God is dead.

extreme FX and interest rate volatility paints a picture of 2 very different worlds. which shall we step into?

Previously I wrote about the evolution of media and how it ends in a poorly defined digital Colosseum.

one last musing before the descent into the digital colosseum Digital assets and the political media have wrapped around each other, a double helix of increasingly epic proportions.

A 35 point summary of how I define speculation, its 6 core components and thoughts around implementation Investors are not traders.

migration crises lead to populism lead to asset confiscation leads to crypto going up

reflections on recent price action, ARK investments, Palantir, and crypto

Thoughts

Another day in the trenches Trades Going to load up on Snapchat.

Responding to China data etc etc Trades I like owning EM today on the other side of some dow futures.

Thinking about best risk reward opportunities General Market Take The week got started out with god awful Japanese data, and the drumbeat of war in eastern Europe.

Here I detail some analysis of newsflow over the last week and where I see best risk reward going into the start of the year Analysis / Thought The core theme coming out of the gate of the New Year is a parabolic move higher in Bitcoin on the backdrop of…

Common Stocks and Uncommon Profits gets frequently recommended to me by top performing equity managers.