ALL CONTRIBUTIONS

Looking For The Next First Republic Bank
How we identified another promising regional bank to bet against--and are now playing with the house's money.
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The Last Days Of First Republic
Making money on the bank on its way down - overall for us it was a week of wins, mostly.
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The Bullish Case For Tesla
GPT-4 sees the silver lining in Tesla's Q1 miss.
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First Republic Deposit Infusion Fails To Quell Crisis
Our Treasury Secretary appears to be in over her head.
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CNBC Finally Makes Us Money
A CNBC segment last month boosted shares in Berkshire Gray, giving us an opportunity to bet against them. We exited that trade for a 92% gain today.
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Ready, Set, Sold
Out of 0DTE options on Opendoor Technologies for a 60% gain.
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Comments

Latest Comments
Questioning The Ukraine War Narrative
7 months ago

A question for commenters here: how'd you find out about this post? TalkMarkets consigned it to my "blog" here a few days ago. A version of this on ZeroHedge got 10k+ pageviews and 75 comments: https://www.zerohedge.com/news/2022-10-20/questioning-ukraine-war-narrative

In this article: BOIL, SPY
Questioning The Ukraine War Narrative
7 months ago

Letting the people in the Donbas vote on which country they wanted to be a part of would be a "clear win" for Russia? I guess you're right, but it raises the question of why we claim to be for democracy but oppose this. 

In this article: BOIL, SPY
Questioning The Ukraine War Narrative
7 months ago

It only seems absurd if you didn't read the post. 

In this article: BOIL, SPY
Questioning The Ukraine War Narrative
7 months ago

Early in his presidency, Zelensky reasonably tried to get Ukrainian neo-Nazis in Donbas to adhere to the Minsk Accords (there's a video you can find on YouTube of him confronting them), but currently he's leading the Ukraine to destruction and the world to the precipice of World War III with his maximalist demands and refusal to negotiate. 

Then again, maybe he's not actually in charge at this point. 

In this article: BOIL, SPY
Questioning The Ukraine War Narrative
7 months ago

Trump was the first American President to give the Ukraine weapons, something Obama was reluctant to do. 

Not every issue in the world maps to your simplistic "Trump bad; anti-Trump good" rubric; You should try thinking critically and independently instead. As a start, you could try reading this post before commenting on it. 

In this article: BOIL, SPY
Meet Our Satanist Monkeypox Czar
8 months ago

The natural choice would be to tell gays to throttle back on the orgies until the disease is under control. 

Other Americans were told to let their elderly relatives die alone in hospitals and nursing homes to control COVID; avoiding orgies for a while shouldn't be such a big sacrifice for gays to control Monkeypox. 

War In Ukraine Causes Coal To Go Parabolic
1 year ago

BTU and UCO were both up double digits today. 

In this article: BTU, CLF, UCO
Super Bowl LVI: Betting On MGM
1 year ago

My bet won. Congrats to those who played along. 

In this article: MGM
Super Bowl LVI: Betting On MGM
1 year ago

Thanks. Looks like Talk Markets cut off half of my article. You can read the full version here, which includes my bet for the Super Bowl: https://www.zerohedge.com/news/2022-02-12/super-bowl-lvi-betting-mgm

In this article: MGM
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STOCKS I FOLLOW

AAPL Apple Inc.
META Meta Platforms, Inc. (Formerly Facebook, Now META))
TSLA Tesla Motors Inc.

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Latest Posts
"The Third World War Has Already Started"
The French intellectual Emmanuel Todd, who predicted the fall of the USSR, turns his crystal ball toward the United States.
Can Elon Musk's Acquisition Of Twitter Prevent World War T From Becoming World War III?
How Elon Musk's acquisition of Twitter might prevent further escalation of the Ukraine War. Plus, revisiting our macro call on tech after an eventful week in the sector.
Questioning The Ukraine War Narrative
Why some don't think the Russian invasion of Ukraine was unprovoked aggression. Plus, an update on a hedged portfolio created in light of the risks of the Ukraine War, inflation, and recession.
Meet Our Satanist Monkeypox Czar
Since our leaders are repeating their AIDS tack of not trying to rein in the irresponsible individuals spreading this disease, we’re left with America’s preferred response: pharmaceuticals.
Will The West Have A Proxy War With China Next?
A veteran Australian diplomat warns of plans to make Taiwan, or possibly Australia, a Ukraine for China. Considering the investment implications.
Risking War With Russia
A sobering assessment of the current Ukraine situation, followed by a look at hedging your investment risks in light of it.
Bitcoin Hedges Come In Handy
How our October hedges softened the blow for Bitcoin longs.
When Winning Streaks Stop
Trying to beat the market by buying stocks like Tesla. It's probably impossible to time these things perfectly, but as we continue to collect data, we may be able to spend more time in winning streaks.

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