Market Memos
Whenever there’s something interesting enough in macro or the broad market to write about, I’ll write up a Market Memo with some current trade ideas.
We’ve had some good calls in these, including our “Markets Gone RF-Krazy” piece on November 24th, 2024 and our “Airlines” piece on November 1st 2024.
More recently, we published our “DeepSeeking Answers” market memo, which looked at the evolving AI trade.
Here they are:
Market Memo: DeepSeeking Answers
This week, the world received two new open-source models from Chinese AI developer DeepSeek that deliver performance rivaling the leading benchmarks of OpenAI and Anthropic.
Market Memo: Markets Gone RF-Krazy
It is 2016 all over again – or at least it seems like it. The world has seemingly been shocked by a decisive Republican victory and “Red Sweep” (our readers, however, may have been slightly less shoc…