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Hedge Fund / Buy-side Research for EDGE – 04/16/24

Hedge Fund / Buy-side Research for EDGE – 04/16/24

by | Apr 15, 2024

$COIN: TRADER OF VALUELESS TRINKETS     📺 FIRST EPISODE: $COINBASE SHORT, PITIFUL Q3 DESPITE LARGE ADVANCE IN #BTC   📺 WATCH $COIN ONE : MEAGER RESULT IN Q3 DESPITE LARGE ADVANCE IN #BTC This short position on $COIN is a position that has been preparing for a while,...
Hedge Fund / Buy-side Research for EDGE – 04/15/24

Hedge Fund / Buy-side Research for EDGE – 04/15/24

by | Apr 15, 2024

RISK-ARB: BITCOIN MISPRICING A NON-EVENT (HALVING)    📺 WATCH RISK-ARB: BITCOIN, MISPRICING A NON-EVENT (HALVING)   📺 WATCH BITCOIN EVENT-DRIVEN: MISPRICING A NON EVENT (HALVING)  A event driven situation  with a binary outcome can be defined in those term P (price...
Macro EDGE Roundup – March 28th 2024

Macro EDGE Roundup – March 28th 2024

by | Apr 12, 2024

The latest macro review for EDGE clients:   EDGE CLIENTS ONLY This is Samantha and Craig’s bi-weekly macro-infused review that covers their respective: * Macro Event Risks * Inflection Points * Sector Rotation Heatmap * Bull/Bear Positioning * The Big Picture

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Hedge Fund / Buy-side Research for EDGE – 03/08/24

Hedge Fund / Buy-side Research for EDGE – 03/08/24

by | Apr 3, 2024

LUFAX: REBASING THE DISCOUNT TO TANGIBLE BOOK POST CAPITAL DISTRIBUTION – expect a 1 USD jump post distribution   📺 CAPITAL DISCIPLINE FORCED BY THE CONTROLLING SHAREHOLDER PING AN   In this episode, we go through the income statement and the balance and we do a...
Macro EDGE Roundup – March 28th 2024

Macro EDGE Roundup – March 28th 2024

by | Mar 30, 2024

The latest macro review for EDGE clients: EDGE CLIENTS ONLY This is Samantha and Craig’s bi-weekly macro-infused review that covers their respective: * Macro Event Risks * Inflection Points * Sector Rotation Heatmap * Bull/Bear Positioning * The Big Picture

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Hedge Fund / Buy-side Research for EDGE – 03/08/24

Hedge Fund / Buy-side Research for EDGE – 03/08/24

by | Mar 8, 2024

DISTRESS: LUFAX Semi-Annual 2023 (calendar) Report Part-III   📺 CONTEXT OF THE BOOM BUST CYCLE OF MICROLENDING IN CHINA   📺 LUFAX EPISODE: Microlending-China-Boom-Bust-Recovery The financial de-intermediation skipped one step in China, from no consumer lending to...