6 Comments
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NewBlueOntario2026's avatar

Your point about competition is not just conjecture, it is quantifiable. The Equity Risk Premium and PE of the major indices all being extended to 20+ year extremes without some exogenous outlier event, both say that more hands are grasping for the same dollar, as well, without a clear explanation that those earnings are going radically higher any time soon.

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Emma's Newsletter's avatar

Great insights! Technology makes it easier to start but harder to win. Self-education and smart systems are key. Looking forward to more!

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Attention's avatar

Nice one. A couple questions:

1. Do you track M2 w/r/t BTC? Seems M2 is a pretty strong leading indicator of price, and haven't seen that charted anywhere.

2. Could you share a couple examples of what you have your bots doing and what stack you're using currently?

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Luc's avatar

No tearsheets sir?

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Capital Flows's avatar

Apoloogies

Had some issues on the backend with them. They will be going out today 🫡

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Luc's avatar

no problem, great to know they'll be back

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