Short Tech Model Update
I've posted about this a few times. A few months ago I built two short technology models. Each one was trained on a different tech bear market - one on the dot-com collapse, one on the 2021 selloff. Backtested across …
Source material behind every call on the tape.
I've posted about this a few times. A few months ago I built two short technology models. Each one was trained on a different tech bear market - one on the dot-com collapse, one on the 2021 selloff. Backtested across …
Simple question for everyone here. I just wanted to hear everyone's thoughts. I been using margin since the start of the year (I use Fidelity as my brokerage, been thinking to switch over to another brokerage since the rate is …
Ruffer Investment Co. [$RICA](https://bsky.app/hashtag/%24RICA) just released their June 2026 commentary: NAV down 1.3% in Jun-26 Now down 0.1% year-to-date "Some of the protection assets losing value" "Some of the contrarian growth exposure continuing to decline" (gold miners, software, China tech, …
I have a lot of overlap right now and am not sure if I should commit to the fundamentals or not. I would like to understand better the difference between these two from someone who knows more than me :) …
While the crypto world fixates on geopolitical tensions and the latest political drama, a quiet crisis is brewing beneath the surface. The stablecoin market, the lifeblood of crypto liquidity, just shrank by $7.7 billion in June. This 2.4% contraction marks …
Welcome to another edition of TSOH Weekly Roundup. Each update features a Chart of the Week, along with a brief discussion on three news items relevant to companies in the TSOH investable universe.Chart Of The Week (from “Nike: Conditioning Phase”)Three …
I’ve been thinking about an idea for a project and I’m curious whether it’s actually interesting or if I’m missing something obvious. The basic concept is incredibly simple. Imagine a website where anyone can buy entries for a couple of …
Been bag holding meta since last yr with entry price in mid $600. Was sitting on negative returns for past 12 months. But past few days, I believe the stock is finally turning around. Any dips are being instantly bought …