Newsletter
WHEN ARKK UNWIND?
How long can ARK sustain this terrible performance? $ARKK
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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.
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WTHIH? The Suisse Version
But seriously, what the hell is happening?🇨ðŸ‡ðŸ”¥
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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.
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Peak American Empire
The weaponisation of currency
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Is the Euro here to stay?
Forming the hypothesis for a disintegration of the Eurozone.
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On Currency (Debasement) Risk.
Short essay on how currency debasement destroys wealth over time and what to do about it.
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Updates on Wayfair, Farfetch & Vermilion Energy
Developments and updates on W, FTCH & VET
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Remove more things.
Short essay on focus, simplicity and leverage.
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ASOS plc
A turnaround special-situation play on a global online retailer (LSE:ASC.L)