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My Last Biotech
Decades of trial and error deserve to end with a bang.
Jun 23
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Kris Tuttle
3
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My Last Biotech
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May 2025
Tariffs are not String Theory
But we do have bonded warehouses and complex systems.
May 10
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Kris Tuttle
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Tariffs are not String Theory
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April 2025
Stamping on the Horseshit
Telling us the truth would save us all a lot of time.
Apr 28
•
Kris Tuttle
2
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Stamping on the Horseshit
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March 2025
IPO Price Discovery is Getting Harder
A lightly informed and archaic process struggles with the current market.
Mar 25
•
Kris Tuttle
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IPO Price Discovery is Getting Harder
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Bitcoin is still Bitcoin
Volatility slows it down but doesn't stop it.
Mar 1
•
Kris Tuttle
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Bitcoin is still Bitcoin
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February 2025
Shorting Tanger $SKT
"Factory Outlets" are dead or dying. Stock sports a 40x PE.
Feb 19
•
Kris Tuttle
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Shorting Tanger $SKT
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January 2025
The Conviction Mirage
An enlightening conversation that is relevant to AI and Nvidia.
Jan 27
•
Kris Tuttle
2
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The Conviction Mirage
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Bubble Duration
Bubbles serve an important purpose but they eventually resolve.
Jan 3
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Kris Tuttle
2
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Bubble Duration
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1
Mr. Coffee Gets Bitter
The K-shaped economy has implications.
Jan 2
•
Kris Tuttle
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Mr. Coffee Gets Bitter
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December 2024
Anticipating Activists
Owens & Minor $OMI looks ripe.
Dec 4, 2024
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Kris Tuttle
2
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Anticipating Activists
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March 2024
Bettering Marvin Minsky
But only because his wife Gloria has a sense of humor.
Mar 30, 2024
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Kris Tuttle
6
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Bettering Marvin Minsky
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February 2024
Two Bubble Experiences
They may be like snowflakes but still....
Feb 29, 2024
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Kris Tuttle
5
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Two Bubble Experiences
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