Capital Misallocation

Our firm hunts for asymmetric investment opportunities and shares our portfolio decisions weekly. Not investment advice.

Macro and monetary economic analysis.

Macro for Civilians. Sharing successes and failures in the 30-year hunt for acorns in the markets. Acorns can emerge from anywhere.

Former global macro hedge fund manager distilling market insights via his alter-ego, the acid capitalist Media https://linktr.ee/acidcapitalist