Category: The Razor’s Edge

*** Before you listen, there is a The Razor’s Edge newsletter now available. Written by Akram’s Razor, the Razor’s Edge will come out at least twice a month…

*** Before you listen, there is a The Razor’s Edge newsletter now available. Written by Akram’s Razor, the Razor’s Edge will come out at least twice a month…

The quick hit re-open trade of January/February came and went. The U.S. is facing the delta variant of COVID-19 in full, which has shaken out some of the…

Earnings season this quarter comes with a special kick. It’s the first one lapping full COVID comps, which means we can start to see what the wonky pull…

The Didi Global IPO feels like a fiasco – company goes public one week, gets booted from the app store by Chinese regulators the next. With RLX Technology…

“I’d rather short a real company than a fraud or a meme stock.” Akram’s Razor made this case on a recent Twitter Space, and we unpack the point…

Last week’s Fed meeting played to expectations – slightly tougher talk, limited changes in policy.  The market’s reaction was to pile back into the Covid winners, which meant…

We’ve seen this movie before, but it still doesn’t really make sense: a group of traders has taken up the cause of inflating the stock price of a…

A couple weeks ago, Akram released a short thesis on Yalla, calling out an odd business model and then some major issues with the platform – duplicative accounts,…

Inflation realities and fears struck the market last week, sending indices lower and helping drive the Nasdaq’s 3rd consecutive losing week. At least that’s the straightforward read, but…