The Heretic Speculator July Month-End Newsletter
All things considered, not a terrible month of returns. If it wasn't for Roku my trade idea average would probably be pretty competitive.
The month of July came and went. That actually felt like a fairly fast one. For the entire month I dropped 13 new posts; of which, 3 were for members only. I think the biggest elephant in the room is that I did a couple of things in July that I never would have seen myself doing just a few months ago; the first is I announced I’d be letting my dot com domain expire in August. Soon, the faybomb.com website will be no more.
I detailed why in The Illusion of Ownership a couple weeks back. Long story short, owning your platform isn’t really possible in a “Web2” environment. So for now, Substack is the official home of “Heretic Speculator.” But faybomb.crypto is probably going to be home to some content sooner or later. The other thing I did was admit that I have a Google account again. The reason is because of the Google sheets functionality. I needed it for my BlockChain Reaction portfolio. Frankly, it’s been such a good tool over there that I decided to use it here as well. I don’t use the account for email. I don’t use it for my calendar. I don’t use it for anything but sheets and a small amount of data storage.
As of now, I have returned to 2 of the platforms that I axed during my January 2021 “big tech purge.” Twitter and Google. I still don’t have PayPal, Instagram, LinkedIn, Yahoo, or Amazon. I was already off Facebook and will never go back. It is my hope that Proton will continue to build out a viable anti-Google option and it seems to be doing so now. That company has a Drive function in beta and a calendar app that I’m already using for my task management. The interface is solid. If Proton ever builds a sheets/excel-like browser-based application with the kind of interoperability that Google’s version provides, I’ll gladly adopt that as well. LibreOffice is fine for a local pc. But for sharing online, I needed something with better functionality.
Social media-wise, Twitter is very meh. There’s a lot I like about it and there’s a lot that really makes for a bad user experience. But ultimately, it’s the place where a lot of macro economic ideas are discussed by people much brighter than me and I want to be able to see it. We’ll have to see how the Elon Musk saga unfolds. What a mess. Flote seems to be losing a little bit of steam as well. They postponed their token drop for NFT holders which I think is probably a bad sign. We shall see…
Now, on to the more finance-related stuff.
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