by James Foster | May 1, 2024
The latest macro review for EDGE clients WATCH VIDEO EDGE CLIENTS ONLY This is Samantha and Geoffreys’s bi-weekly macro-infused review that covers their respective: * Macro Event Risks * Inflection Points * Sector Rotation Heatmap * Bull/Bear Positioning * The Big Picture
by Craig Shapiro | Apr 29, 2024
by Geoffrey Fouvry | Apr 28, 2024
by James Foster | Apr 27, 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
by Geoffrey Fouvry | 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,...
by Geoffrey Fouvry | 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...
by Craig Shapiro | Apr 15, 2024
by James Foster | 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
by Craig Shapiro | Apr 8, 2024
by Geoffrey Fouvry | 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...
by Craig Shapiro | Apr 1, 2024
by James Foster | 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
by Geoffrey Fouvry | Mar 28, 2024
by Geoffrey Fouvry | Mar 18, 2024
by Geoffrey Fouvry | Mar 14, 2024