#EasyMark
At this point SoftBank should just go ahead and rebrand as EasyMark.
January 30, 2025 at 1:27 AM
Wait, you can see me? Narts!

#nocamo #catinthewild #easymark
April 29, 2026 at 1:36 PM
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November 16, 2024 at 8:54 PM
US job openings have fallen off a cliff. The US economy was already slowing and tariffs have deteriorated confidence further.

Our latest weekly piece is here: open.substack.com/pub/easymark...
April 12, 2025 at 4:59 PM
Per BofA’s Fund Manager Survey, cash allocations are at ALL-TIME LOWS

See our new Substack piece!

open.substack.com/pub/easymark...
December 20, 2025 at 3:49 PM
US equities are on a multi-decade and parabolic outperformance run vs international equities.

Not enough investors are considering that we may be at a generational tipping point.

Read our latest note here: open.substack.com/pub/easymark...

#stocks #macro #investing
November 19, 2024 at 3:28 AM
Semiconductors have rallied a record 18(!) straight days.

Our latest weekly note is focused on semi cycles.

Read it here:
open.substack.com/pub/easymark...
April 27, 2026 at 4:37 PM
Top Charts of the Week
8.6.25
open.substack.com
August 7, 2025 at 7:01 PM
Japanese yields won’t stop spiking! This is biggest macro trend that has yet to matter.

However, we think it is about to. Our latest note is below. Free Read as always.

open.substack.com/pub/easymark...
January 19, 2026 at 8:15 PM
My new startup is live now🔥,

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December 1, 2024 at 5:16 AM
Top Charts of the Week
7.27.25
open.substack.com
July 28, 2025 at 2:26 PM
In April everyone told us a recession was coming.

Now, nobody expects one.

Our latest note, “Debasement is a Facade” is now out.

Read it here: open.substack.com/pub/easymark...
October 25, 2025 at 4:19 PM
There is a showdown coming in markets.

The AI spending boom vs liquidity drying up.

The TGA needs to be refilled just as markets are in a euphoric state. Read our latest now “AI vs Liquidity” here: open.substack.com/pub/easymark...
August 10, 2025 at 6:30 PM
CRAZY - These are the 'headquarters' of the 4 quantum computing companies driving the bubble.

Market Caps
IONQ: $23.5Billion
RGTI: $13 Billion
QBTS: $11 Billion
QUBT: $4.5Billion

See our other “Mind-Boggling charts of the week” here - open.substack.com/pub/easymark...
October 5, 2025 at 7:24 PM
Everyone knows the US economy runs on consumption. Few realize how much of that ‘consumption’ is actually just inflation.

Check out our latest Substack: “Beware of the Right Tail”

open.substack.com/pub/easymark...
August 17, 2025 at 7:55 PM
Global interest rates on the rise: Japan’s 10-year yield at its highest level since 2008.

More on this in our latest note: open.substack.com/pub/easymark...
November 17, 2025 at 12:44 AM
Hindenburg Omen once again proving reliable.

We discussed in our weekend note: open.substack.com/pub/easymark...
February 12, 2026 at 6:02 PM
We at the seasonal low in volatility. Expect the VIX to rise in the coming weeks.

Just one of our top charts of the week!

See the rest in our latest Substack: open.substack.com/pub/easymark...
August 6, 2025 at 3:10 PM
Gold has finally made it to the Barron’s cover…

… it was a good run!

Find our latest weekly piece: “Over-extended Narratives” below - open.substack.com/pub/easymark...

#gold #preciousmetals #investing #trading #substack
April 27, 2025 at 6:39 PM
The chart above is from our latest note!

open.substack.com/pub/easymark...
What Pops the Bubble
Top highlights from financial markets.
open.substack.com
May 18, 2026 at 3:49 PM
51% of the S&P 500's market cap is in stocks trading above 10x sales.

Half the index.

However, there are cheap stocks still out there!

See our latest Substack: “Rising Inflation and Cheap Bottlenecks”

open.substack.com/pub/easymark...
June 13, 2026 at 5:29 PM