Lucas Kohorst
@lucas
days @dcgco nights @adjacent___
Lucas Kohorst
kohor.st
https://www.interactivebrokers.com/campus/traders-insight/securities/esg/hurricane-forecast-contracts/
t.co
The “abundance agenda” is a great idea. But will anyone vote for it?
Thomas Hochmanthenewatlantis.com
This is a textbook example of the “Era of the Ideological Investor,” where model-driven fundamental analysis becomes irrelevant once the government emerges as the largest sponsor of idiosyncratic dispersion in capital markets. The path to outperformance is no longer better spreadsheets—it is anticipation