My Hedgeye

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Boethian Wheels

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My hedgeye my hedgeye my hedgeye my hedegeye

My hedgeye doesn't wander
Thru the lens of Mandelbrot we ponder
Rates, equity, fx, commodity
Similar sets are no oddity

My hedgeye doesn't pander
To VC, PE, banking fees we slander
Conflict of interest, eighth wonder of the world
Ray and the Chinese, principles blurred

What's playing in the show this cycle
Old Wall's got more stories than Aesop has fables
Chamath should be a-shamed-eth
Technorati wear more mink than Joe Namath

My hedgeye likes to ponder
The fractal nature of human behavior
It takes time, energy, patience, and study
The process is a savior if you're into making money

There's been a renaissance
A lack of sunspots
Capital flows around the globe faster than a rifle shot
Pod shop, bucket shop, let the hammer drop
On the feckless, lazy, and idle
Robinhoodies in the basement
Practising piano for recital

My hedgeye has a father
He's a grinder, a mucker, a pay no minder
He's a dirty trader, unlike Michael Saylor
He's a backcheck, forecheck, chirping motherfucker

My hedgeye doesn't waver
Throughout history, math, behavior
Every cycle has its story, when will credit founder
Where is price discovered in the age of central clowners

Pandemic checks, in your pocket
It's quad two baby, let's ride the rocket
Nikola Tesla, one man, two scams
Fifty shades of grey, going both ways saves me

My hedgeye doesn't wander
Thru the lens of Mandelbrot we ponder
Rates, equity, FX, commodity
Similar sets are no oddity

There's been a renaissance
Machine dominance
Thinking fast and slow, avoid the radio
Emotions yo-yo, accelerate the ROC
Pod shop, bucket shop, let the hammer drop
On the reckless, haughty, and young
Robinhoodies in the basement
Trading yolo memes for entertainment

Vol of vol

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