Every tech company CFO knows the double Irish Dutch sandwich. Before you start fantasizing, no, this is not the theme of an OnlyFans...

Stocks Mentioned Total (TTE), Venture Global (VG), Cheniere Energy (LNG), Tellurian (TELL), MicroStrategy (MSTR), Microsoft (MSFT), Tesla...

Note: This was originally published on Feb 23, 2025, in the premium newsletter for paid subscribers Two days ago, crypto exchange Bybit experienced a hack. The hackers, purported to be the North Korean hacker group named Lazarus, drained the exchange of $1.46 billion worth of Ethereum. Once the hack became public, Bybit users scrambled to withdraw funds, draining the exchange of an additional $4 billion. There is now talk of "rolling back" the ethereum network to ineffectuate

Nassim Taleb, a derivatives trader turned writer, coined the term “anti-fragile”. Fragile objects break easily. Durable or sturdy objects...

Stocks Mentioned SonicShares Global Shipping ETF (BOAT), Bitcoin Miners ETF (WGMI), New Fortress Energy (NFE), Nvidia (NVDA), Schwab...

This post compares Trump’s policies to the 1920s, forecasting shifts in the global economic landscape.

A lot of people on FinTwit are once again trashing hedge funds and their 2/20 model because these funds failed to beat the SPX. This...

People buying bitcoin with their hard earned dollars, even though they don't understand it and feel in their hearts that something is...

Stocks Mentioned Valaris (VAL), Transocean (RIG), Seadrill (SDRL), Noble (NE), Borr Drilling (BORR), Saipem (SPM.MI), TotalEnergies...

My first degree was in engineering. I grew up liking the natural sciences and thought the social sciences were full of crap – too touchy feely and unobjective. That changed when I started preparing for business school and my then mentor suggested I read Ayn Rand. From there I discovered Ludwig von Mises, the Austrian school of economics, and realized economics was as objective as a natural science when seen through the Austrian lens. Once I read Murray Rothbard’s Man, Economy

I made the below client presentation back in March to explain why I'm no longer bullish bitcoin even though I like crypto. Today morning,...

Stocks Mentioned Nvidia (NVDA), Blackstone (BX), Resolute Mining (RSG.AX), Barrick (GOLD), B2Gold (BTG), Super Micro Computer (SMCI),...