Submitted by QTR's Fringe Finance
Another week, another gamma squeeze. All week the market acted like I wrote about on Monday of last week - where I laid out the two reasons I think market euphoria can and will continue. In the same piece I also laid out two reasons why the gravy train could stop in March - and those deadlines are fast approaching: The Maxell Man Market
Also this past week I published the latest from Chris DeMuth, who was kind enough to inform my readers how his goal of finding “the next Warren Buffett investment” was going. He also wrote about nearly a dozen stocks he was personally considering: Finding The Next Warren Buffett-Style Investment: Chris DeMuth
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Additionally, last week, I added to my “things everyone has known for 13 years but I am just discovering and acting like they are new” series about bitcoin. I wrote on Friday about why I think modesty, instead of arrogance, will help fuel this next bitcoin bull rally: Let Bitcoin Cook
Speaking of bitcoin, and as a reminder, last week I wrote about about the $14.3 billion in value that ARK’s Cathie Wood doused with kerosene and lit on fire over the last few years: Cathie Wood's $14.3 Billion Implosion
Also this week I released an hour long discussion with the legendary Bob Moriarty, where we talked authoritarianism, gold, vaccine mandates, censorship and the coming debt jubilee: The End Of The American Empire: Bob Moriarty Unfiltered
Last month I also updated my macro thoughts and tossed around a couple of new ideas for the year (one potential black swan and one new name I’m buying): Trading The Shit Show: February 2024 Portfolio Review
Finally, several weeks ago I appeared on the “What Bitcoin Did” podcast to lay out my thoughts on Bitcoin even further. You can catch that full interview here.
QTR’s Disclaimer: I am an idiot and often get things wrong and lose money. I may own or transact in any names mentioned in this piece at any time without warning. This is not a recommendation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. These positions can change immediately as soon as I publish this, with or without notice. You are on your own. Do not make decisions based on my blog. I exist on the fringe. The publisher does not guarantee the accuracy or completeness of the information provided in this page. These are not the opinions of any of my employers, partners, or associates. I did my best to be honest about my disclosures but can’t guarantee I am right; I write these posts after a couple beers sometimes. Also, I just straight up get shit wrong a lot. I mention it twice because it’s that important. Please see individual posts from DeMuth, Kupperman, etc. for additional disclosures.
