Recovering’s Newsletter

Home
Archive
About
New beginnings
Sunsetting this blog.
1
New
Top
Community
Real Rental Monthly: July 2022
Deceptive y/y comps will "validate" the Fed's inflation complacency for a few months, until comps stop doing the Fed's job for it
 • 
Recovering TradFi Chad
Terra Classic's Looming Mexican Standoff
The Terra Rebels designate August 12 as the date of a head-on collision with Terraform Labs
 • 
Recovering TradFi Chad
June rent internals: the 2y stacked comp accelerates again
When will the Fed nuke the MBS market?
 • 
Recovering TradFi Chad
4
Over the Event Horizon, Governance's Last Stand
Meet the Terra Rebels, the decentralized dream team fighting grim odds to restore a governance premium in LUNC.
 • 
Recovering TradFi Chad
8
Rent inflation update: April + May 2022
The Fed can’t stop tightening until realized rents, with their 12-month lead time over CPI-reported rent (30% of total inflation), normalize to around…
 • 
Recovering TradFi Chad
Proof of Misgovernance
3 weeks after Terra 1's default, Kwon's hostage-taking of the Terra 1 network begs the question: Why?
 • 
Recovering TradFi Chad
A decent night for crypto-Republicans
Trump 2024 =>> Jeb! 2016
 • 
Recovering TradFi Chad
Recovering’s Newsletter
Recovering’s Newsletter
DeFi analyst & portfolio manager, former TradFi equities analyst and portfolio manager. Crypto, global macro, fundamental analysis.

Recovering’s Newsletter

AboutArchiveSitemap
© 2023 Recovering TradFi Chad
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing