Mean reversion guy in a secular trend world.
Damn! That's a cold ass honky
Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: http://mbi-deepdives.com
CNBC senior economics reporter. Husband, father, journalist, guitarist and fly fisherman. (The Lies-man joke has been made. It’s not fresh. It’s my father’s father’s name, bastardized at Ellis Island. Move along.)
Entrepreneur
Costplusdrugs.com
I like stocks, leverage, nicotine, open borders, and Coca-Cola. I work in wealth management/family office services. Personal thoughts, not advice.
Senior writer at Barron's. Former Bloomberg Opinion tech columnist. Author of THE NVIDIA WAY, the first definitive history of Nvidia. Buy it here: https://www.amazon.com/Nvidia-Way-Jensen-Huang-Making/dp/1324086718/
I ask a lot of questions. Lead Independent Director of Finance Bluesky. Portfolio Mangler. Take each post with a grain of sea salt. Not opinions of Bridgewater LLC.
Archive - https://x.com/nosunkcosts
残り物には福がある。Trafiquant de l’ésoterique. Unverified(Ogre). Usually couth, sometimes kempt, often gruntled. Strong opinions held weekly.
sophiecapital.substack.com
@netcapgirl on twitter
