thursday threads: the only way is up

thursday threads: the only way is up

One of the reasons I like curating news on a daily basis is that it makes me see trends and themes develop. Sometimes it remains just the theme of that particular week. Other times it builds up into something more sustainable. And sometimes momentum turns into...
THURSDAY THREADS: When Genius Failed

THURSDAY THREADS: When Genius Failed

One of my favorite books of all time is Roger Lowenstein’s “When Genius Failed” about the rise and fall of Long-Term Capital Management (LTCM). As the Archegos drama unfolded this past week, the media were quick to draw a comparison to LTCM. It actually reminded me...
thursday threads: When Wall Street Me(e)t(s) Crypto

thursday threads: When Wall Street Me(e)t(s) Crypto

Wall Street is descending on crypto. Famous institutional investors declaring their love, bankers falling over themselves to get hired by a hot crypto firm, Goldman launching a desk, and the FT seemingly throwing in the towel on crypto cynicism. It’s interesting, on...