Archive - Capital Misallocation

Republishing Article on Risk Off Warning - Own Convexity & SFRM5

Republishing a Note I Wrote on Wall Street Beats on May 31st

Aug 1 •

Capital Misallocation

May 2024

Pumping the Breaks on NVDA - A Trade for Bears & Cautious Bulls

May 31 •

Capital Misallocation

January 2024

A Trip Down Down Memory Lane

Review of Market Reception of Bitcoin ETF, Gold, & "Big IPOs"

Jan 19 •

Capital Misallocation

October 2023

I Took It Personal

And So Should You

Oct 17, 2023 •

Capital Misallocation

July 2023

Welcome To Capital Misallocation

Unlike the World Full of Cheerleaders Correlating Characteristics of Successful Outcomes to Sell You Inductive Wisdom, Here We Focus on Wisdom to be…

Jul 12, 2023 •

Capital Misallocation

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