Overview #68 – The Dog that Didn’t Bark
A review of recent events/data impacting our investment themes and outlook. We look at what the recent rise in US government yields didn't affect,...
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Overview #67 - Thin Air
A review of recent events/data impacting our investment themes and outlook. We look at the recent market action in the US as well as clues as to...
154 Views
Roundhill Memory ETF (DRAM US) — Weak Hands Sold the Supercycle. Buy It Back.
Punters panic-sold the memory supercycle at 9x forward earnings. Samsung up 19x YoY, stock still fell. That is your entry. DRAM US. BUY, TP $74...
109 Views
Curator's Cut: Levered ETFs in Asia, Listed and Listing Exchanges & Robotaxis' Road Ahead
In this Curator's Cut, we review levered ETF growth in Asia, exchange plays in India and Japan, and different robotaxi models. Share your theme...
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