The deepest analysis to spot market asymmetries.
Seeking asymmetric investments.
Weekly Investment Ideas and Stock-Picking Strategy for Public Tech and Growth Companies.
Discretionary Trader providing commentary and opinions on various asset classes. ES/SPX/SPY specialist, long term investor, and medium-term L/S equities swing trader. Discord access (included) see post from 10/20. It will take a few days for validation.
I connect the dots in macroeconomics, technology & culture to help you understand the "big picture", build perspectives with clarity, identify great businesses & improve your financial & mental wellbeing to thrive in a better world tomorrow.