2022
The Alpha Bet
Momentum
Too Much Momentum?
Trend Momentum
Cryptonite November 2022
Volatility is Nature
An ecosystem of fantasy and fakery
Size Matters
Cryptonite October 2022
Product vs. Distribution
The Roundtrip
Momentum Funds
Write it down
In Theory...
N=1
Cash is King
History seldom repeats
Cryptonite September 2022
Flows before Pros
The Falling Sky
Multi-bag Holding
Cryptonite July-August 2022
Internship vs. Apprenticeship
Pain, Guaranteed
Proxy Fights
The Bigger Better Deal
The Grind
Cryptonite June 2022
Pragmatism
Plan to Survive
The Zombie Spiral
Chill is the ultimate hedge
Cryptonite May 2022
Life is a highway
Multiples vs. Growth
Inside Edge
Cryptonite April 2022
Walking away from Omelas
What's not going to change in the next 10 years?
Withdrawal Symptoms
The Martingale
Cryptonite March 2022
When FOMO meets YOLO
Inflation, Deflation, Stagflation
Ra ra RasPutin
Cryptonite Feb 2022
Keep Calm...
We didn't start the fire
Cryptonite Jan 20
The Humble, Nimble and Hawkish Fed
Frequency & Wavelength
Sankranti/Transfer
Santa Gone, Taper On
2021 Wrap
