We scratched our collective heads over a number of “growth” darlings in these notes over the past years. But probably none of them as nutty as Palantir, which — considering we covered egregious examples like Zoom (more on this one in a second), Beyond Meat, and Peloton — is saying
Welcome! Most of our subscribers have been on a long search. They’ve tried multiple newsletters. Followed countless stock tips. Dabbled in trading strategies that promised a lot but delivered little. And many reach us tired of continually looking for something that works. This guide exists to offer a different path
🎙️ NEW PODCAST WITH CHRIS AND BRAD Chris and Brad joined Danny on the CapitalCosm show to talk about the energy market and the opportunities they’re seeing right now. Here’s just a smattering of the topics the gents have touched on: …and much more. You can listen to the entire conversation on Youtube here.
🇦🇷 OPPORTUNITIES IN ARGENTINA First up, a quick invitation… Later this week, Chris will be speaking at the Crisis & Opportunity at the End of the World online event — together with George Gammon and Charles Sizemore and host Joel Bowman, who’s based in Buenos Aires. The focus of the event will be
💡 CONVERSATION WITH PAUL SINGER This conversation with activist legend Paul Singer is full of nuggets — from losing his mother’s savings in the 1974 bear market and buying distressed Argentinian debt to his current view of the markets and crypto. Given the sharp down moves we saw in many assets in
🎙️ NEW PODCAST WITH CHRIS MACINTOSH We have a new podcast to share with you. This time, Chris joined Danny on his CapitalCosm show for another thought-provoking discussion. They dove into some of the biggest macro shifts (and other market events) taking place today as well as the opportunities on Chris’
🎙️ NEW PODCAST WITH CHRIS AND BRAD Welcome to 2025! If the events of the past couple of days are anything to go by, we’re up for an “eventful” year… To kick things off, we have a new podcast to share with you today. Chris and Brad recently joined Danny on
FRANCE IS THE NEW GREECE The following headline from Europe grabbed our eyeballs a few days ago: A few key excerpts from the article: France’s borrowing costs have risen above those of Greece for the first time, as investors fret that Michel Barnier’s government could fail to pass a belt-tightening
