Convex Spaces

Convex Spaces

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The New Shiny Thing
The hangover from the Nvidia trade, and where capital is going to flow next.
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Steve
The Party At Jekyll Island
Frats and the Fed. What I'm looking for in NVDA, and the "Physical AI" rotation trade.
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Steve
This Trading Week Is Turning Into A Wash
The Southeastern United States is about to experience its first round of “fake fall.”
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Steve
Are You Ready to Press The Screws On This Market Rally?
How we could be entering a wild time in the markets, the one thing that could take it out, and speculating on whether Zelensky wears a suit.
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Steve
Rebrands and Fried Dopamine
I've uncovered the biggest risk to the markets, and it ain't the Fed. How to trade the latest design debacle, and placing bets for the next AI wave.
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Steve
A Healthy Reset
Palantir was in the driver’s seat today. Also, discovering how the next bubble is going to form in the markets.
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Steve
The Rugpull
Why the market feels worse today than what the numbers suggest. And a quick gameplan for how to trade these markets into the end of the month.
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Steve
How To Exploit "Work From Home," In Reverse
Celebrating Jamie Dimon's rant, how housing is about to get weird, and why you should be looking into one market sector that's been left for dead.
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Steve
Farming Out In Left Field
Wargaming the next month, the resurgence of the space race, and a commodities sector you can't afford to ignore.
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Steve
Inflation Saturation
The new inclusion trade. How to Trade the Anchorage Accords. My existential crisis.
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Steve
Troop Rotations
Tracking capital flows in stocks and crypto. Who you need to "shoot first" if you're looking for a market rollover, and a look at what I eat daily for…
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Steve
Using Men With Guns To Solve Inflation
Breaking out the CPI data, the squeeze in Ethereum, and how to actually bet against the Fed
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Steve
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