Archive - Reminiscences of a Shrub Operator

The Next Big Trade?

A 20x-bagger trade hiding under plain sight?!

Mar 19 • Le Shrub

The Most Important Event None Talks About

Mar 12 • Le Shrub

It Takes Two to TACO

Probability of a CRASH goes up to 44.44% (yes, this is clickbait)

Mar 10 • Le Shrub

The Return of American Exceptionalism?

Plus: An Asymmetric Hedge?

Mar 8 • Le Shrub

Asymmetric Warfare

I wasn’t going to write about the War, but this morning Shrub Jr asked me a great question:

Mar 5 • Le Shrub

Fly on the Wall with Shrub & Cloudbear

Catching up with my bruv PauloMacro where we discuss the dreaded topic of Geopolitics, where “nothing ever happens”.

Mar 2 • Le Shrub and PauloMacro

24:17

February 2026

A(I)NXIETY™️

“A(I)nxiety = A feeling of worry and nervousness related to AI and its impact on Humanity”

Feb 23 • Le Shrub

The $1 Trillion Pair Trade*

* For once, this isn't Clickbait!

Feb 20 • Le Shrub

Fly on the Wall with Shrub & Cloudbear

I called PauloMacro to discuss the state of the Private Credit Markets.

Feb 20 • Le Shrub and PauloMacro

40:00

The Games that Monkeys Play

A Major Risk to Consider; Thoughts around AI Disruption

Feb 12 • Le Shrub

Portfolio Review - February 2026

Plus: The "Holy Grail" of Trading

Feb 7 • Le Shrub

Private Equity Meme Top

Asymmetric Event Trade (ok, it's a gamble)

Feb 4 • Le Shrub

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