
Since our bullish call on Korea last August… EWY +99.27% SPY +7.78% Money counting time. https://t.co/EKTw9HANNh
The best macro trade of the past 5 years was Warren buffet’s Japanese bond issuance imo. Got him short the currency, short rates all while he was long the equities (trading houses).
Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday, so I’m also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every...