2023.06.05 Weekly Notes
Strong views loosely held
Latest
2023.05.30 Weekly Notes
Fade the AI-bubble & DC resolution
2023.05.22 Weekly Notes
NVDA: Notoriously Volatile Dreams Ascend
2023.05.15 Weekly Notes
Bobo wants to play
2023.05.08 Weekly Note
Gracklage
2023.05.01 Weekly Note
He bought? Dampeet!
2023.04.11 Weekly Note
Don’t Stop, (Dis)believin’
2023.03.27 Weekly Notes
Aversion-Reversion to continue?
2023.03.20 Weekly Notes
The Aversion-Reversion trade…
2023.03.13 Weekly Note
Cash is not trash
2023.03.06 Weekly Notes
Expect volatility to bounce back
2023.02.27 Weekly Notes
The Dollar Blackhole