Big Announcement! Equity Alpha!
Alpha Generation Partnership
I have a very special announcement for you today! Myself andare launching a new partnership focused on analyzing US equity indices and single-name equities. Many of you already know through his work on Twitter under the handle @OpulentVocation. He is truly one of the best single-name equity traders I know who has a wealth of experience on the institutional side of markets.
This partnership is really growing out of the constant conversations we have offline where we are sharing trade ideas and observations of market mechanics. While many people trade single-name equities from a very siloed perspective, this new publication will generate alpha by taking into account the macro regime, broad equity beta, sector rotations, and individual equity positioning for running asymmetrical trades. Few people can synthesize all of these moving parts to generate exceptional trades.
The great news is that if you are reading this, you are already signed up to. We will be running it on a separate Substack so that you can track all the articles and updates in one place. (Most of you should already be signed up by default but make sure to double-check below):
We recorded the introductory breakdown for you that goes over’s background, how his equity mean reversion strategy works and the type of analysis and trades you can expect. These types of conversations have nuggets of gold in them:
I am truly excited about this next step and looking forward to interacting with you even more. As I always say, THE ALPHA SHARING WILL NOT STOP!
The best is yet to come!