This guy is anonymous but he makes some really important points about @SECGov's move to shift to bi-annual earnings. He describes himself as conservative retail investor "who has consistently supported efforts to reduce regulatory burdens." Worth a read. sec.gov/comments/S7-2026-15/…

I would have expected the market to start discerning between SaaS that is impacted by AI, SaaS that needs to evolve, and SaaS that benefits from AI. Analytical SaaS, Creative SaaS is in category 1, System or Record, Human workflow and Engagement and Productivity are in category 2 and Infrastructure SaaS and Cybersecurity are in 3. This constant paranoid reaction of the market will continue to create buying opportunities for the discerning.

Valuations are no help in finding a floor. Flows, forced sellers, and technical factors trump fundamentals in the short run. Yves Bonzon, Group CIO Julius Baer

The stock market IS expensive. It never does well from this level of valuation:

Tangibles REIT Fund generated absolute return of 9.9% in september net of mgt fees. Trying to prove that good Active funds can beat passive funds. cc: @ishares

Our TANGIBLES Global REIT Fund is up 6.74% in August (Net of Fees). The Time has come..

Launching TANGIBLES Fund Opportunity in Global Real Estate via REITs linkedin.com/pulse/launching…

SPAC's are poison ☠️ and likely your biggest bags if you ever got involved in them. Worst 🎰 game out there. The sooner you realized this the better off you are. Here is an UPDATE on current status of many names you'll recognize. 👇 #SPACtoReality (1/6)

Microsoft to buy Activision Blizzard for USD 95 per share in an all-cash deal. Current share price is USD 82.31. Enjoy the gains. #arbitrage #microsoft #ActivisionBlizzard

Not all short sellers had a bad year Big year for activist short sellers breakoutpoint.com/blog/2022/…

If you choose the give money to the likes of Cathie Woods, Chamath, etc. This is bound to happen. #pumpndump

China tech actually looks deep value right now. #Accumulate

We're short $ASTR. Report at kerr.co/astr. Facing a 91m share lockup expiry tmrw, $ASTR is 2021’s worst space SPAC: a $2b pre-rev launch co, announced at height of the bubble, bleeding cash trying to build hundreds of puny, unreliable rockets for a nonexistent mkt 1/7

Great YTD for Hindenburg w their short / critical calls breakoutpoint.com/blog/2021/…

Great thread

$V paid $150,000 for this:

The Buyers of Beeple's $69 Million NFT Sold Speculators on a Crypto Art Investment Scheme, and It Is Not Going Well | This Beeple sale story is very interesting news.artnet.com/market/b-20-…

NEW FROM US– Ebang: Yet Another Crypto “China Hustle” Absconding With U.S. Investor Cash (1/x) hindenburgresearch.com/Ebang… $EBON

Blue Orca is short Seek (ASX: $SEK), a roll-up of online recruiting platforms with toxic levels of debt. Seek trades at 404x forward earnings because it claims its platform Zhaopin is China’s #1 player and growing rapidly. We think this is bogus. Report @ Blueorcacapital.com