Quantify Chaos

Mark Cuban's visit with Trump regarding TrumpRx was widely panned by people of Cuban's apparent flip flop on Trump. This criticism is misguided, as Cuban was acting in good faith for the benefit of Americans, while advancing his business.

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When you consider portfolio construction as productivity growth + scarcity, the bull case for Bitcoin and Gold becomes abundantly clear. @DavidDziekanski explains.

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Did Elon Musk know that his lawsuit was doomed? Maybe it was just a slowdown tactic to get xAI ahead in the AI race.

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Elon's loss in his lawsuit against OpenAI was silly to begin with - he suggested a for-profit structure for OpenAI years before he claimed deep knowledge of the for-profit change.

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@chamath from the All In Podcast has a hot take about Taiwan that ignores Taiwan's structural advantage: production scale. However, it may be the case that the US doesn't ultimately have a choice in defending the island.

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The bankruptcy of Spirit Airlines, rock-bottom consumer sentiment, and increasing subprime credit card balances are emblematic of the K-shaped economy that continues to crystallize.

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The Federal Reserve Kevin Warsh will be far more reactive to unemployment than inflation, and it will be impossible to play both sides of the dual mandate @DavidDziekanski

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What effect will the SpaceX IPO have on your portfolio? @DavidDziekanski breaks down the effects of the most anticipated IPO of the year on the Nasdaq and S&P 500

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The adoption curve of new technologies trends downwards as time goes on. We therefore may see rapid adoption of AI and continuous strength in the tech sector, instead of a bubble like the bears have argued.

Saba Capital Management increases ownership of BNY Mellon Municipal Bond Infrastructure Fund $DMB as per recent #13D filing @boazweinstein

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Enjoy this week's edition of Reading the Options Tea Leaves with @DavidDziekanski and Zed Francis!