Withering Wages, A Poker Pro, and Lucid Dreaming with Richard Feynman

Alex here with this week’s Macro Musings. As always, if you come across something cool during the week, shoot me an email at and I’ll share it with the group. Recent Articles/Videos — The Market Drop — AK explains the reasoning behind this recent price route and takes a look under the hood of the economy to see if this is indeed a major turning point for markets. Better Than — AK takes a closer look at, one of our highest conviction holdings in the MO portfolio. Articles I’m reading — Jonathan Tepper of Variant Perception wrote […]

Read More