Nick Nemeth (Mispriced Assets)
@NickNemo17 • 22,230 subscribers
Talking markets and building a SMID-cap fund. Unhedged views on stocks, economics, & crypto + everything else. Top 50 Finance Substack.
Videos
The smart money is the subprime this time.
Nick Nemeth (Mispriced Assets)263,599 Aufrufe • vor 1 Monat
What’s happening in insurance is 100x bigger than Enron:
Nick Nemeth (Mispriced Assets)227,750 Aufrufe • vor 3 Monaten
“Then plunges in the Southern waves, Dipt over head and ears—in debt.”
Nick Nemeth (Mispriced Assets)70,336 Aufrufe • vor 1 Monat
This gave me aids: Blackstone Moody's Ratings
Nick Nemeth (Mispriced Assets)57,637 Aufrufe • vor 3 Monaten
I took a bearish post on $CRSR well outside of the bounds necessary to make my case, or bring attn to the dialectic. To that I apologize to David Orr . I made errors on his private fund, and $ORR is not the worst ETF. To Clifford Asness , I concede. Will continue to take note of your views for my own journey. HML_Compounder Yellowbrick Investing Farmer I was a dick. Wish you all the best.
Nick Nemeth (Mispriced Assets)33,221 Aufrufe • vor 2 Monaten
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