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Yermit
Jan 12, 2022
1 min read
End of Blog/Beginning of Orlog Capital
Yermit
Nov 27, 2021
2 min read
The limits of analysis
Yermit
Sep 23, 2021
2 min read
Betting on the House: the maths angle
Yermit
Sep 22, 2021
6 min read
Betting on the House
Yermit
Aug 23, 2021
1 min read
The US situation
Yermit
Aug 22, 2021
4 min read
Blood in the Streets of Chinatown
Yermit
Aug 2, 2021
3 min read
Pushing All-In
Yermit
Jul 19, 2021
2 min read
Buying Fear
Yermit
Jun 6, 2021
4 min read
SPAC vs SPARC - the Ackman difference
Yermit
Jun 2, 2021
3 min read
Food for thought
Yermit
May 16, 2021
1 min read
13F filings: March 2021 quarter
Yermit
May 15, 2021
3 min read
Goats and Sheep
Yermit
Apr 20, 2021
6 min read
Of Leaves and Trees and Orlog
Yermit
Feb 1, 2021
2 min read
Freedom to Lose
Yermit
Jan 30, 2021
1 min read
P.S.
Yermit
Jan 30, 2021
2 min read
Game Fishing & Theory
Yermit
Jan 29, 2021
2 min read
The Bus that You Don't See
Yermit
Jan 23, 2021
2 min read
What's next?
Yermit
Jan 10, 2021
4 min read
First week of 2021
Yermit
Jan 4, 2021
4 min read
Bitcoin to the Moon (and back?)
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