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Notes on Trading using Tom Dante's teachings.
Short and valuable notes on Tom Dante's work.
Latest
Is the Twitter moat eroding?
CONTENT WARS and the Twitter Vs Substack battle.
The Macron Moment
French President comes out to say what a big chunk of Europe wants to say and what 99% of them are afraid to.
Why are stocks not dropping?
or why earnings yields and bond yields aren't the same thing...
Apple's Microsoft moment.
Sherman Act Case against Apple increasingly possible. EU already pushing.
Newsletter
WHEN ARKK UNWIND?
How long can ARK sustain this terrible performance? $ARKK
Downside by Philo
Downside at Moderna.
Why I think this "vaccine company" is flashing red. $MRNA
Downside by Philo
Why I don't like Transocean.
A pre-bankruptcy offshore driller.
Newsletter
WTHIH? The Suisse Version
But seriously, what the hell is happening?🇨ðŸ‡ðŸ”¥
WTHIH? The Bank Run Version of 2023
Silvergate, Silicon Valley and Signature go under. It' the Si-bank run.
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Valaris. Unlocking more value.
Debt-free leading offshore driller has more levers to pull.
Newsletter
Peak American Empire
The weaponisation of currency