Recent proof-backed thesis calls
Public preview of asset-level thesis calls linked to source content, observed prices, and outcomes.
Interview commentary on FIFA World Cup 2026 NY/NJ host preparations and broad claims of “massive” economic impact; no concrete company guidance, contracts, spending figures, or timelines beyond the event itself. Mostly qualitative/PR, weakly tradable except as a very long-dated, thematic local-spend/tourism catalyst.
Tweet (Mar 10, 2020) shares an article emphasizing COVID-19 and the importance of social distancing, framed as data-driven. Implies heightened pandemic risk, potential mobility restrictions, and shifts toward remote work/healthcare demand with negative impacts to travel/leisure.
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