A Mid-Year Megatrends Update
Blackstone's mid-year megatrends update reveals explosive AI infrastructure growth alongside a projected 300% surge in power demand by 2030. Their strategy remains investing in the "picks and shovels" of the digital economy.
Mega Thread on Everything You Need to Know about Covered Calls & Selling Puts
A comprehensive guide to understanding options selling that helps you avoid falling prey to "charlatans" marketing expensive services or courses.
Shorting is Hard
Bad actors can survive for years despite red flags, making successful shorting an art of patience and position sizing rather than just conviction
James Davolos - Liquid Assets: Water’s Role in Oil’s Future
James Davolos unpacks how water is quietly reshaping the future of oil by turning a growing waste stream in the Permian Basin into a strategic asset, and why investors may finally be paying attention to water-management innovators in energy.