Archive - Reminiscences of a Shrub Operator

Fly on the Wall with Shrub & Cloudbear

I’ve been itching to discuss “The Greatest Regime Shift of our Generation” piece with my bruv PauloMacro .

21 hrs ago • Le Shrub

38:12

The Greatest Regime Shift of our Generation*

* Until the Next One!

Aug 8 • Le Shrub

July 2026

Someone Forgot to Give Thanks... - Part II

Boy, did things escalate quickly.

Jul 31 • Le Shrub

Someone Forgot to Give Thanks...

Meme Tops vs Meme Bottoms

Jul 30 • Le Shrub

The Key Question on AI * - Part II

Asking the Right Questions; ORCL; CXMT; China; Robots

Jul 26 • Le Shrub

The Key Question on AI *

* that anyone invested in the Market has to be able to answer

Jul 19 • Le Shrub

Special Situations Trade

Jul 15 • Le Shrub

"Aya-Toll" vs "Trump-Toll"

While we are trying to enjoy the World Cup, Trump and Iran re-started hostilities:

Jul 14 • Le Shrub

The Meme-rithmic Scale™

Parody for the Win! - PART II

Jul 13 • Le Shrub

Parody for the Win!

"Meme Bottoms" & Contras

Jul 8 • Le Shrub

The Cardinal Sin - Portfolio Review Q2 2026

The last 3 months have felt like 3 years, with some good trades and some bad trades along the way, but that’s just part of the Game!

Jul 2 • Le Shrub

June 2026

"The Next Rolling Ponzi" - Part III

We are slowly and surely building our basket in the “The Next Rolling Ponzi” theme.

Jun 29 • Le Shrub

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