Written Sources


Here is a list of my favorite sources for written content:



























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You Can't Bring Me Down

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  Financial markets never cease to amaze me. We’ve seen a company most of us heard of before a couple of weeks ago threatening to bring the whole system down. This comes on top of the CCP’s ability to put in new regulations like Steph Curry knocking down three pointers. I shared an article below about how China’s ban on crypto is different this time. I’m not exactly sure it is. The CCP had plans to dominate the world, but I’m not sure this is how they thought it would go. I thought of today’s title when I saw the strength of equity and crypto markets this week. All the news pointed to another lower week, but they seemed to fight it off and end the week higher. It’s also the title of a song in my pre-race routine. Here are some of the lyrics. I think it describes the crypto community quite well. Not sure if that ends good or bad. Time out, let's get something clear I speak more truth than you want to hear Scapegoat to cover up your fear, you can't bring me... You ain't never...
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Excuse me as I kiss the sky

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  There has never been a better time in history to sell the major indices. Well, that’s because they’re at all-time highs. Let's just hope we're not Wile E. Coyote in a Road Runner cartoon.  Aside from the continued march higher, A couple of big M&A deals were announced last week. The official announcement of the Salesforce (CRM) acquisition of Slack (WORK.O). S&P Global and IHS Markit announced a $44B all-stock deal. Talks of delisting Chinese stocks from US exchanges continued, and it’s not what I originally thought with those stocks moving to the OTC market. OPEC+ kept us waiting, but they’ve announced a small production hike of 500k barrels per day for next month.  We’ve got a light earnings’ calendar again, but we’ve still got a few events on the week. Disney (DIS), Starbucks (SBUX,O), and Salesforce (CRM) are holding investor meetings. Some IPOs on the docket too. DoorDash (DASH.K) and Airbnb (ABNB.O) are the big ones, but there are six in total expected fo...
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Things That Make You Go Boom

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  According to the Owlcation site , Chlorine Trifluoride is the number two most dangerous chemical known to man. Why did I choose the number vs. the number one. Well, man has actually tried to use this. It was discovered by Nazi scientists during WWII and they found it too unstable. The US tried to use it, but it spilled and melted concrete and created a hole a few feet deep. It’s basically the most explosive thing on the planet . It will set fire to basically anything it touches. So why am I going down this chemistry rabbit hole, well it rained almost the entire weekend, but also because we saw one of the deadliest trades come into play again last week. There are a couple of examples, but this widow maker trade, natural gas futures reared its ugly head again.It famously put Amaranth Advisors out of business . Volatility was the story across many markets last week. Equities, Treasuries, Crypto but energy and natural gas was wackiest of all. I’ll touch on this further below. Frida...
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