Archive

“AI Investment” Is Becoming the New Corporate Euphemism for Mass Layoffs

Betting on a 20x money supply increase

Value traps & AI

AI Layoffs Were Bullish Until Revenue Growth Slowed

The AI Bubble Reached the Point Where Grandparents Are Trading on Margin

AI Bubble, South Korea and Political Reality

Brent Is Stable. The Industrial Economy Is Not.

The Art of Buying Corrections

How to Buy a Market Correction Without Becoming Exit Liquidity

Buy gold exposure (futures/ETFs) and short miners against it - a classic dispersion trade.