We talk stocks | Ahead of the herd

https://t.co/JKqP6hroVs - where I write on economics, geopolitics and tech. Award-winning author, Fmr US Presidential Advisor + tech entrepreneur Φ ☯︎ ∞

Appellate lawyer obsessed with administrative law.

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.

Fan of differentiation & dependency | Enjoy secular shorts | Satire & Humor | Never investment advice

Managed $2B+ at Goldman. Education/Ideas: M&A Arb, Value+Catalyst, Growth, CEFs, REITs, Prefs, SPACs, Bonds, BK/Distressed. Discord team: https://t.co/Ix6dovncRx

I serve as the Chief Investment Strategist for Freedom Investment Management. I help our advisors understand the markets and design investment solutions.

Editor of Speculators Anonymous | book addict; Long chaos, cycles, contrarianism; Short equilibrium, gov intervention, fragility | https://t.co/eucqcwVRdy