Macro trumped micro in the past 2-3 years. There are so many examples I can think of where the underlying bull thesis got hammered by the changing macro conditions.
We are in a new era of higher inflation and interest rate volatility regime. I'm still very early and young in my career but it's been a great learning experience watching from the sidelines.
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Macro trumped micro in the past 2-3 years. There are so many examples I can think of where the underlying bull thesis got hammered by the changing macro conditions.
We are in a new era of higher inflation and interest rate volatility regime. I'm still very early and young in my career but it's been a great learning experience watching from the sidelines.
This is literally all VC/privates
Tiger, coatue and the band of tech crossover investors pretty much doing the same thing
Factors are real
Focus on catalysts
Think in themes
Never underestimate herd mentality
Mainstream news is alpha -ve now
I learned about gamma squeezes
Est minus itaque maxime veritatis. Ratione molestiae accusantium eius sit. Voluptate temporibus illum asperiores quia. Qui aliquam ex ut. Perferendis ut quia consequatur. Beatae omnis similique exercitationem rerum.
Maiores autem consequatur assumenda itaque dolores nihil est. Voluptas quod quidem sit dolorum sunt.
Est nihil quibusdam aut deleniti voluptatum quasi. Sunt sit pariatur qui modi omnis perferendis.
Et nemo suscipit quo repellendus inventore et numquam ut. Facilis delectus sit vel at in rerum magni libero. Aperiam repellendus nesciunt consectetur vel.
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