LT Investing in the Age of Crazy Ended

Fan of Richter. Investor motivated by Information Theory and ideas of Claude Shannon. Professional Infovore.

Gamma Gang specialist who trades the London Lows… It is what it is… it’s all it will ever be 💯

09/01/73

Welder by profession, Everything else I do is a hobby.

⚛️ Atomic CPA 🧮 - Steel, Deep Water, Oil/Gas, and Nuclear Energy. Due Diligence Detective.

http://provenreserves.substack.com

1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.

The C-P-Lie? #ItsAllForSHOW Substitutions Hedonics Omissions Weightings

Long time value investor learned from some of the best in the business. No tweet should be considered investment advice.

Gamma Gang specialist who trades the London Lows… It is what it is… it’s all it will ever be 💯

planning for the certainty of uncertainty

09/01/73

Not advice.

Macroeconomics, emerging and developed markets, FX, covered interest rate parity, and cross-currency basis swaps.

Husband. Father. Patriot. Trader. Cynic. Sarcastic. Skeptical of any guarantees in life. Retired Executive Chef of 25 yrs.

Investor/economist of my own AUM. Author of "The Business Cycle is Dead". "Everyone is a social justice warrior, until it comes to China."

http://dillonevans.substack.com

I do what I want, trade what I want and say what I want

When you arise in the morning think of what a privilege it is to be alive, to think, to enjoy, to love…

Parody