Seal
Day trader. Writing about futures markets, geopolitics, and what actually works.
Coming soon
Recent articles
The July Storm, or How a Drawdown Was Sold to You as a Genius's Collapse
How Situational Awareness reportedly lost 67% in July, retained around 80% year-to-date returns, and why liquidating positions doesn't mean liquidating the fund.
August 2, 2026
7 min read
Samsung and SK hynix Sold Expectations
China's CXMT, HBM, ordinary DRAM and DUV lithography: why the market hit Korean memory stocks and where the real threat is.
July 28, 2026
5 min read
«What really happens doesn't worry me, as long as it looks good on paper»
Musk became the first trillionaire on the SpaceX IPO. I break down the company's fundamentals, why the market paid around two trillion, and how the listing actually hit the exchange — while everyone watched the fireworks.
June 23, 2026
10 min read
