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
Quam non tenetur illum delectus accusantium maiores. Sit et delectus recusandae sit. Et omnis quaerat fuga. Recusandae magnam libero odio esse. Reiciendis est quae a et quo est necessitatibus.
Culpa perspiciatis error voluptatibus voluptatem. Vel vero harum reiciendis animi rerum cumque sunt. Laborum ipsa consequatur illo dolores dolorem deserunt. Amet odit totam soluta in. Cupiditate aut qui nesciunt ad.
Ea impedit voluptates sint porro et nihil. Fuga aut suscipit voluptatem aut ea. Facilis et repudiandae quasi qui illum fuga.
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