6 Comments
User's avatar
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.

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!

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?

Luc's avatar

No tearsheets sir?

Capital Flows's avatar

Apoloogies

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

Luc's avatar

no problem, great to know they'll be back