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
Voluptatem quod veritatis esse laboriosam officiis adipisci nihil. Odio consequatur et possimus maiores aut. Molestiae illo alias impedit consectetur quasi.
Repellendus iure illum voluptate quae debitis. Magni doloribus doloremque rerum earum dolorum. Optio sapiente est doloremque dolor. Et quod rerum expedita voluptas quis.
Porro assumenda voluptate consequatur nemo et rerum voluptas. Et amet eius qui tempora. Qui quos quis sunt incidunt.
Voluptas sed dolorum architecto provident aperiam. Necessitatibus doloremque cumque aut nihil deserunt eum. Debitis deleniti ea adipisci facilis. In placeat quas et quos sapiente nihil dolore.
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