Subscribe
Sign in
Home
Chat
Archive
Leaderboard
About
Latest
Top
Discussions
Cheap Ain’t Enough Anymore ... My Thoughts on US Banks Vs. European Banks
When I wrote Things Done Changed at the end of April, I made it clear: the tilt in banks for me was to the U.S.
15 hrs ago
•
Victaurs
8
Share this post
Victaurs
Cheap Ain’t Enough Anymore ... My Thoughts on US Banks Vs. European Banks
Copy link
Facebook
Email
Notes
More
June 2025
$550 Billion in Losses, No Bailouts, All Clear: The Banks Just Passed Their Trial by Fire
DFAST Stress, Winners & Losers, and Staggering Numbers from the Fed's Annual Armageddon Test
Jun 28
•
Victaurs
19
Share this post
Victaurs
$550 Billion in Losses, No Bailouts, All Clear: The Banks Just Passed Their Trial by Fire
Copy link
Facebook
Email
Notes
More
1
Before Its Obvious
On markets, financials, stablecoins, popular trades that are turning, and seeing things before they happen.
Jun 25
•
Victaurs
25
Share this post
Victaurs
Before Its Obvious
Copy link
Facebook
Email
Notes
More
The $11.6 Billion FinTech Tollbooth
What you're really buying with Chime
Jun 18
•
Victaurs
21
Share this post
Victaurs
The $11.6 Billion FinTech Tollbooth
Copy link
Facebook
Email
Notes
More
The Edge Within: A Principle To Unlock Your Potential
How Max Planck’s reluctant discovery became a mirror for the beliefs, habits, and identities we cling to too long.
Jun 15
•
Victaurs
11
Share this post
Victaurs
The Edge Within: A Principle To Unlock Your Potential
Copy link
Facebook
Email
Notes
More
Everyone’s Talking About Circle. Almost No One Understands How It Actually Works.
Be careful blindly buying the hype and get a plain speak deep dive on who they are, what they do, how they make money, and their growth prospects.
Jun 10
•
Victaurs
13
Share this post
Victaurs
Everyone’s Talking About Circle. Almost No One Understands How It Actually Works.
Copy link
Facebook
Email
Notes
More
1
The Edge Within: The Keys of the Survivor Personality
How building four key strengthens can improve your abilityt to perform no matter what life throws at you.
Jun 1
•
Victaurs
19
Share this post
Victaurs
The Edge Within: The Keys of the Survivor Personality
Copy link
Facebook
Email
Notes
More
May 2025
Stablecoins: The Dollar Shouldn't Sleep
The only primer you need to read to learn that while the old system sleeps, new rails are being laid: faster, cheaper, and always on. And that sooner or…
May 28
•
Victaurs
12
Share this post
Victaurs
Stablecoins: The Dollar Shouldn't Sleep
Copy link
Facebook
Email
Notes
More
6
The Run In The Villain of Dumb Money.
A short update on Robinhood (HOOD)
May 25
•
Victaurs
12
Share this post
Victaurs
The Run In The Villain of Dumb Money.
Copy link
Facebook
Email
Notes
More
The Rhythm of Repricing
Why Duration, Conviction, and Discomfort Shape the Edge
May 22
•
Victaurs
8
Share this post
Victaurs
The Rhythm of Repricing
Copy link
Facebook
Email
Notes
More
Flows Are Turning Green In Brazil and Things Are Quietly Shifting for NU & STNE
Updates on Brazil, a few longs we've won on, and thoughts on adaptability.
May 18
•
Victaurs
10
Share this post
Victaurs
Flows Are Turning Green In Brazil and Things Are Quietly Shifting for NU & STNE
Copy link
Facebook
Email
Notes
More
1
Not as Cheap as You Think: The Real Story Behind NEWT
A read into a bank favorite that is confusing at best.
May 14
•
Victaurs
10
Share this post
Victaurs
Not as Cheap as You Think: The Real Story Behind NEWT
Copy link
Facebook
Email
Notes
More
3
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts