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Opportunity everywhere.

The Pain Trade Is Higher

Return always wants its risk payment.

Interest Rates and Japan (It's Not Inflation)

First off, Magic the Gathering Collector boxes are the best performing asset class this year, that’s why we launched GMG Collectibles.

An Important Opportunity In This Drawdown

A key theme everyone is missing (800v and capacitors)

Return always wants its risk payment.

It is important to note that it might feel like we are in a bear market but it is actually just a quick rug-pull rotation out of memory and highly speculative (degenerate) names.

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Quick updates.

Memory Is Yesterday's Trade. The Real Upside Is In...

Here is a quick update.

Get ahead of the controlling narrative.

Magic the Gathering will outperform the S&P this year.

Get to the point

The job market narrative is wrong. Unemployment is the big risk.

Quick Market Update

Futures are higher.