QTR’s Fringe Finance

QTR’s Fringe Finance

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Don't Ignore Today's Market Selloff
Tech is crashing, following bitcoin's lead. Now what?
 • Quoth the Raven
Semiconductors Are The "Shitco" Sector: Harris Kupperman
"Remember, when it comes to finance, most things are pretty obvious; it’s the timing that’s hard…"
 • Quoth the Raven
Bitcoin Bulls All Have A Breaking Point
"Everybody's got a number..."
 • Quoth the Raven
Since Lockdowns, A 12% GDP Loss; Half Of US Dollar Purchasing Power Stolen
How many decades must pass before we admit what happened?
 • Quoth the Raven
This SpaceX Pump Just Keeps Getting Uglier
“SpaceX’s Starlink business alone can justify the valuation”. Sure.
 • Quoth the Raven
Concerning Interest In Redefining “Inflation”
...getting an objective measure of inflation goes from being straightforward to completely impossible.
 • Quoth the Raven
Walking Away
I speak to Adam Taggart for an hour about evolving beyond trading and how our markets are unrecognizable at this point.
 • Quoth the Raven
Lest We Forget, Private Credit Is Still Imploding
Ignore it at your own risk.
 • Quoth the Raven
Morningstar Just Issued The Most Bearish SpaceX Valuation Yet
I think SpaceX may ultimately be remembered as a referendum on the AI bull market itself.
 • Quoth the Raven
Everything You've Been Told About Index Funds Is No Longer True: Phil Bak
It's "madness"...
 • Quoth the Raven
Saylor Breaks The 'Immaculate' Bitcoin Narrative
Strategy just sold 32 bitcoin. In February, Saylor had said: "We are not going to be selling."
 • Quoth the Raven
I Avoid Tech, But Here's One Overlooked AI Trade: Harris Kupperman
I’ve long admired Harris Kupperman, the founder of Praetorian Capital, for his ability to cut through noise and spot big-picture themes before they…
 • Quoth the Raven
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