Trader Joe
Publishes 1 feed
Trader Joe
Former fund manager publishing stock and macro research. Asymmetric, high conviction ideas ahead of the crowd.
11 posts · theirs
Lately
Beware the Bond
Burry is probably right, but early.
Note to Paid Subscribers - Make Sure to Join the Chat
Citadel Gets its GameStop Revenge
Is Qualcomm a Buy?
Beyond the Headlines: GOOG & NOW Earnings Review
Kimi K3 is Changing the AI Playbook
How to Manage Drawdowns
Anatomy of a Robot Brain | Physical AI: 2.3 - Humanoid Compute
Brief Note on Positioning and Market Outlook
Agility Robotics is Going Public
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