We are only at the beginning of the process of price discovery and unlocking value in wholly new asset categories. An orgiastic future awaits us.

We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.

We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.

Macro themes that dominated the market for the last fifteen months—Covid, WFH, then vaccine/reopening—are fading. What comes next?

We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.

Once again, Wall Street seems poised on the verge of a take-off into new, totally unexpected, and totally uncharted directions.

We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.

The cosmic picture is one of unparalleled levels of euphoria in 2022. We remain bullish.

We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.

We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.

Where do we go from here?