Reminiscences of a Shrub Operator

Reminiscences of a Shrub Operator

The Next Big Trade? - Part II

Plus: Two Killer Charts

Le Shrub's avatar
Le Shrub
Apr 12, 2026
∙ Paid

Remember the good ole days of “Risk On, Risk Off”?

We are now entering a new regime of “Strait On, Strait Off”…

…which guarantees that most investors will end up in a “strait-jacket”…

…meanwhile, whenever I hang out with "normal” people lately (i.e. those who don’t monitor 1-minute candles of the Nasdaq & Brent), I feel like I became the meme of the guy in the corner thinking… “they don’t know inflation is going to rip!”:

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 Le Shrub · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture