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Heretic Speculator
Society and finance for fellow renegades.
By Mike Fay · Launched 8 months ago
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Let me read it first
The Lehman Moment?
The Lehman Brothers collapse has long been associated with the beginning of the financial crisis. There are some saying Terra is crypto's Lehman moment. What we can learn from this week's action.
May 12
3
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1
Keeping Focus During Meltdown
There's a lot of doomporn out there and hyperbole as the crypto market crashes. Be patient and keep your eye on the prize.
May 11
4
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1
Headlines without Context
There is a headline making the rounds today that might lead you to believe crypto bros are 'rugged individualists' with profits but typical Wall Street snakes with losses. Don't fall for it.
May 16
3
Comment
2
It's All The Same Trade
Gold, Bitcoin, STONKS, Oil... none of these assets are holding up in a market desperate for dollars.
May 9
9
Comment
1
Most popular
Leave No Doubt
24
Comment
3
You Have the Power: MSM
14
Comment
5
Pfizer's 5-12 Vaccine Study Is Woefully Insufficient
12
Comment
10
You Have the Power: Governance
14
Comment
7
Malone v Berenson
14
Comment
14
The Financial War in Canada Has Begun
13
Comment
3
See all popular
New
Community
Distract, Divide and Conquer
Anything big happen in the news this week? I've been asleep since Monday afternoon. What'd I miss?
May 4
1
Comment
Trade Idea: A Reversal Candle
Sentiment is awful. Everyone who was super bearish heading into FOMC in March is super bearish again. History doesn’t repeat, but if often rhymes.
May 2
Comment
Sociopathic Grandpa From Omaha
Warren Buffet and Bitcoiners; a love story.
May 2
8
Comment
2
"It's the Town Square of the World"
After a crazy month where Elon Musk has agreed to buy Twitter with a commitment to content moderation reform, why I decided to dust off the handle and…
May 2
1
Comment
The Heretic Speculator April Month-End Newsletter
Down down down. Down down. Down. Down. Down. Woof.
May 2
Comment
This is a Disastrous Macro Setup
Inflation is at a 40 year high. Real GDP just went negative; and this is before the 50 bps rate hike we're expecting next week.
Apr 29
Comment
Something Odd Is Happening At Twitter
Shackles taken off? Some users leaving while others return? Who knows? Let's just agree this data is... unusual.
Apr 28
12
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14
The Mystery of John Dobbertin
In 2016, 6 computer scientists worked together to help launch Zcash. 5 are known. The 6th is the pseudonym John Dobbertin. Tomorrow, Dobbertin will…
Apr 27
3
Comment
1
See all
Most popular
Leave No Doubt
24
Comment
3
You Have the Power: MSM
14
Comment
5
Pfizer's 5-12 Vaccine Study Is Woefully Insufficient
12
Comment
10
You Have the Power: Governance
14
Comment
7
Malone v Berenson
14
Comment
14
The Financial War in Canada Has Begun
13
Comment
3
See all popular
Heretic Speculator
Society and finance for fellow renegades.
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