Every Investor is a Market Maker
Plus! TikTok/Reliance, Uber/Lyft Out, Payments -> Lending, Foxconn, Weak Dollar, AI Arms Dealers, more...
In this issue:
Every Investor is a Market Maker
TikTok/Reliance
Uber/Lyft Out
Payments -> Lending
Foxconn’s Supply Chain Shift
How the Weak Dollar Makes the Dollar Stronger
AI Arms Dealers
Semi Demand Shock
Value as Short Volatility
Every Investor is a Market Maker
A good way to break down market actors is into three basic categories:
“Informed” investors, who have…
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