In this issue: smart vs wise adverse selection when landing a senior role cost of carry as a conviction hurdle…
This week, I hosted class #4 of the Investment Beginnings for local kids aged 12+. The series’ materials are here: https://notion.moontowermeta.com/investment-beginnings-course This…
In this issue: The “three pitches” rule and a lazy man’s framework for getting in shape Things that popped from…
EWY, the South Korea ETF, was an interesting source of disagreement in our Discord about whether the vol was expensive…
Euan Sinclair needs no introduction from me. I’ll cut straight to the gold. He’s been a repeat guest on Erik’s…
A moontower user sent this [paraphrased] message in our Discord the morning of Jan 9th: NLR [VanEck Uranium and Nuclear ETF] had…
Remember that chart of CAR last week. (Matt Levine wrote about the fundamentals of the squeeze on 4/15) So this was Thursday:…
At least once a day, I think about how the staunchest supporters of “broken window theory” must think it only…
From @buccocapital on Anthropic CEO’s insistence that AI is going to wipe out 50% of jobs. Bingo. The “we gave you our…
In this issue: obvious error rule broken window theory why home prices aren’t going to crash put options on CAR…