Friends, In this issue: streetlight effects Investment Beginnings Class 5 was a delight thoughts on the current market cycle and…
This is a straight-up rant. If you are anywhere near financial or tech twitter you’ve seen Deedy’s tweet and the reactions to…
Here’s how high vol works against you It's too expensive to buy puts to trade directionally once an asset has…
Thursday’s post what I want my kids to know struck a nerve with readers for different reasons. A close friend noted that…
In this issue: racing to a mountaintop or just another “collection of tradeoffs” how high implied vol can work against…
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…