bearhaus | James O'Beirne | Substack

Levitating markets, my sad P&L, prospect of inflation, Bitcoin, 1990s Arizona.

May 10, 2020

New Top Community

Knock-ons and transmission problems

Apr 3, 2020

Mar 30, 2020

Our first bounce. Are we reflating? A tour of impending terror. And Boeing.

Mar 25, 2020

Fed pumps big, I'm still short, and admonishments on dip-buying from Japan.

Mar 23, 2020

Slow fiscal. Fed to buy bad corporate debt?

Mar 18, 2020

Fed bazooka and the wait for fiscal

Mar 17, 2020

What a week. I talk trades, PNL, and macro gloom'n'doom.

Mar 14, 2020

bearhaus

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