Welcome to bearhaus. 🐻 Between corporate & sovereign credit bubbles, cryptocurrencies, and overextended P/E ratios, we’re in strange times. I’m going to use this letter to catalogue my observations on markets: how I’m thinking about them and how I’m trading them.
Dumb retail gauges systemic risk
Dumb retail gauges systemic risk
Dumb retail gauges systemic risk
Welcome to bearhaus. 🐻 Between corporate & sovereign credit bubbles, cryptocurrencies, and overextended P/E ratios, we’re in strange times. I’m going to use this letter to catalogue my observations on markets: how I’m thinking about them and how I’m trading them.