Be Water

The Forgotten Man

The 2008 Crisis Never Ended

Jan 13

52

11

10

December 2025

Dark Arts: Of Prenups & Pay Packages

Decoding ZoomInfo's Ransom Note

Dec 22, 2025 • Be Water

21

5

3

McAlpha: Renting vs. Owning Conviction

Dark Arts Target Confluent (CFLT) Receives Cash Bid From IBM

Dec 9, 2025

20

1

4

The Synthetic High That Became Its Own Reality

Wall Street's Casino: The House Always Wins—And Now It's Rewriting Reality

Dec 5, 2025 • Be Water

19

2

3

November 2025

The "Paper Bitcoin" Razor: Proof-Of-Alignment

Bitcoin Treasuries Part V: A Lesson In The Dark Arts—How Not To Get Rekt (A Postmortem)

Nov 5, 2025 • Be Water

28

4

October 2025

Stagflation Deepens

Multiflation Map Update

Oct 9, 2025 • Be Water

20

1

Sprott Inc.

Owning The Storehouse: The Commodities "Easy Button"

Oct 3, 2025 • Be Water

56

8

8

September 2025

Is Valuation Dead In the Age Of AI?

"Psychedelic Prices" and Collapsing Economic Coordination

Sep 16, 2025 • Be Water

29

4

8

Let's Break A Deal

Multiflation and Mergers: Hidden Opportunities In Dislocations

Sep 9, 2025 • Be Water

19

5

3

August 2025

HyperPrices, Volmageddon, & Ant Death Spirals

The Rise of SkyNet: The Algorithmization Of Finance Part VI

Aug 26, 2025 • Be Water

10

If A Price Chart Can Be A Dog, What Do Prices Mean?

Painting the Tape: Price As Meme, Market As Medium

Aug 18, 2025 • Be Water

8

AI Flash Crashes & Meltups

The Rise of SkyNet: The Algorithmization Of Finance Part IV

Aug 12, 2025 • Be Water

6

2