8 Comments
Aug 10Liked by Arbitrage Andy

Do we really believe USA officials were surprised by the Ukrainian incursion into Russia? Seems like something that would require a lot of training, planning, and intel, no? Think they’re playing dumb to try and keep Russia from doing something crazy

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excellent point - yeah we def knew and probably helped lmao

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This is probably wishful thinking on my part… but hypothetically, if you wanted to end a war in a negotiated settlement it would be advantageous to have a bargaining chip (I’ll trade you this patch of dirt for that patch of dirt).

Love your work, keep it up. 👍

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Aug 9Liked by Arbitrage Andy

Washington Examiner not reporting that wrt Walz. Pls fix

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I have edited the recent post - correct

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Aug 9Liked by Arbitrage Andy

Love Palantir! Had some calls expiring in January I sold before the crash. Bought shares before earnings, worked out nice!

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it will run hard

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RE: Walz drop out rumors - I have edited the newsletter as this was speculation. At time of writing thought we got the early jump on it.

Washington Examiner has NOT confirmed this.

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