Archive - The Long Trade

What do we think of the Efficient Market Hypothesis?

Should investors try to pick stocks?

Jun 23 •

November 2024

Ok, here’s a Kamala Harris endorsement

She is the obvious choice

Nov 1, 2024 •

October 2024

The Recession That Never Came

It will happen eventually though--just like moon colonies

Oct 17, 2024 •

May 2024

Block survived a dump-and-dump attempt on it

CashApp is still around over a year after Hindenburg Research went on its tirade

May 31, 2024 •

April 2024

Has Big Tech had its Big Run?

‘The long trade’ moves to the overall market, minus oil

Apr 26, 2024 •

January 2024

Bitcoin spot ETFs debut on US stock markets

SEC rule change is a watershed for crypto

Jan 11, 2024 •

December 2023

Notes on alopecia

Here’s what I said in my video

Dec 10, 2023 •

November 2023

It looks like those trendy new nuclear plants will never happen now

An obnoxious boondoggle reaching its logical conclusion

Nov 13, 2023 •

June 2023

As prospects dim, Mike Pence continues his crusade against Social Security

Is he still allowed to wear the Republican patch?

Jun 19, 2023 •

April 2023

A tour of generative AI tools

This is starting to get interesting

Apr 13, 2023 •

October 2022

Twilio breach shows massive vulnerability of security measures

When the second factor is compromised

Oct 30, 2022 •

review: iPhone 14 Pro

Dynamic Island is a pretty big deal, camera is highly capable

Oct 29, 2022 •

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