Archive - Reminiscences of a Shrub Operator

Boy, that Escalated Quicky...

It’s all so stupid really.

Jun 13 •

The Yezhov Meme Top - Addendum2️⃣

A 30-second recap before we get down to semi-serious business:

Jun 6 •

The Yezhov Meme Top - Addendum

TSLA dropped -15% since this morning's piece, which called for the “Yezhov Meme Top” on the company’s stock.

Jun 5 •

The Yezhov Meme Top*

*A Meme Top is a Short-Term Top, marked by a Meme Moment in Time - Shrubipedia

Jun 5 •

The Rolling Ponzis Fly Again

Our “Theory of Rolling Ponzis” goes like this:

Jun 4 •

TACO Tuesday Trade

Probably the best TACO trade out there (or is this clickbait?)

Jun 3 •

May 2025

GAG in May & Shrub Away!

Plus: TACO vs BURRITO & Portfolio Review

May 31 •

Grift Arbitrage™️

A new Asset Class in the Golden Age of Grift

May 23 •

Fly on the Wall with Shrub & Cloudbear

Caught up with my buddy Paulo after the weekend headlines, so naturally we talked Bonds, Equities, Golden Age of Grift, Brazil, Oil … the usual!

May 19 •

and

48:43

On Friday, Moody’s stripped the US of its AAA-rating, becoming the last major Rating Agency to do so and making them the ultimate “Johnny-come-lately”.

May 18 •

The Good, the GAG and the Ugly

Plus, a Summer Trade

May 14 •

Trade Fighter ™️

Street Fighter - Trade War Edition

May 12 •

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