Archive - Reminiscences of a Shrub Operator

September 2025

2008 = RMBS, 2025 = AIBS*

*Artificial Intelligence-Backed Securities (also known as AI-BS!)

Sep 23 •

I hate to admit it, but this headline is giving me serious vibes of 2000:

Sep 22 •

Fly on the Wall with Shrub & Cloudbear

Catching up with my bruv PauloMacro as it was urgent to discuss the rollover syndrome in IPOs, as well as the “Number of the Shrub” and “Labubu Larry”!

Sep 19 •

and

34:34

Grift Arbitrage - Case Study IV

New Asymmetric Trade

Sep 19 •

The Number of the Shrub

Plus: Portfolio Summary

Sep 16 •

Labubu Larry - Part II

The Plot thickens…

Sep 12 •

During a fever-induced nightmare last week, I dreamt of a freaky Labubu going all “Chucky”.

Sep 10 •

Some important things to go through…

Sep 7 •

August 2025

Grift Arbitrage - Case Study III

The Snake that eats its own Tail

Aug 28 •

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