Episode

3 calls

If ai boosts productivity so much why are global bond markets collapsing under explodin…

x/Jul 14/source only

Three shorts from @goodalexander's macro warning: TLT (bond market collapse under debt issuance), BOT (humanoid robot hype deflation), and RKLB (space narrative unwind in an overvalued pure-play launcher).

original

Latest calls

TLT/short

Global bond markets cracking under exploding debt supply — long-duration Treasuries fall as yields rise.

global bond markets collapsing under exploding debt issuance

Peak+0.7%

BOT/short

Humanoid robot hype is priced for a future that won't arrive — retail call-buyers get wiped when the narrative breaks.

Humanoid robots aren't coming. Those things matter bc you're slamming call options in your brokerage account

Peak+0.1%

RKLB/short

Space sector hype is call-option speculation masquerading as investment — when the narrative cracks, pure-play launchers fall hardest.

We aren't going to space. Those things matter bc you're slamming call options in your brokerage account

Peak+3.6%

Machine-readable

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