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:

  1. “Informed” investors, who have…

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